Dupree & Company, Inc.
- Regulatory AUM
- $888M
- Discretionary
- $888M
- Clients
- 1
- Avg AUM / client
- $888M
- Accounts
- 1
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $888M | 100.0% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dragoo, Michelle Marie | Vice President, Secretary, Treasurer | Jun 1996 (30y) | Less than 5% | |
| Grimes, Iii, Allen Evans Mr. | President, Chief Compliance Officer, Financial Principal, Shareholder, Director | Dec 2005 (21y) | Less than 5% | |
| Grimes, Lamar Dupree | Shareholder/Director | Apr 2014 (12y) | 25% – 50% | |
| Harrison, Vincent Henry | Vice President | Oct 2015 (11y) | Less than 5% | |
| Combs, Huston Barrow | Vice President | Dec 2018 (8y) | Less than 5% | |
| Bradley, Guy | Executor, Estate Of Harriet Dupree Bradley | Oct 2023 (3y) | 25% – 50% of Estate Of Harriet Dupree Bradley (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bank Of The Bluegrass Succ Tr For Clara G Dupree Tr Ua Fbo David G. Dupree | Shareholder | May 2018 | A | 25% – 50% |
| Estate Of Harriet Dupree Bradley, Guy Bradley Executor | Shareholder | Oct 2023 | A | 25% – 50% |
| Bank Of The Bluegrass Succ Tr For Clara G Dupree Tr Ua Fbo Harriet Dupree Bradley | Shareholder | May 2018 | A | 5% – 10% |
| Bank Of The Bluegrass Succ Tr For Clara G Dupree Tr Ua Fbo Lamar Dupree Grimes | Shareholder | May 2018 | A | 5% – 10% |
| Bank Of The Bluegrass & Trust Company | Trustee | May 2018 | A | Less than 5% |
| Bank Of The Bluegrass & Trust Company | Trustee | May 2018 | B | 25% – 50% of Clara G Dupree Trusts (indirect) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/20/2026 | 849 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 20, 2026.
View current Form ADV (SEC/IAPD) ↗