| As of Date | 07/01/2026 |
| Registration | SEC, Approved, 11/27/1987 |
| ADV Location | NASHVILLE, TN, United States |
| Contact Info | 615 xxxxxxx |
| Websites |
| AUM* | 1,975,488,723 28% |
| of that, discretionary | 1,975,488,723 28% |
| Number of Employees | 11 -8% |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,936,754 22% |
| % High Net Worth | 94.02% 0% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser OSBORNE PARTNERS | Hedge Fund4.0m | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV4.0m | AUM2.7b | #Funds1 | |
| Adviser NWM ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM329.1m | #Funds- | |
| Adviser A. N. CULBERTSON & COMPANY, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM817.8m | #Funds- | |
| Adviser DAY & ENNIS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM384.1m | #Funds- | |
| Adviser MATRIX PRIVATE CAPITAL GROUP | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund31.9m | Total Private Fund GAV31.9m | AUM561.0m | #Funds4 | |
| Adviser ATLANTIC PRIVATE WEALTH, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM894.0m | #Funds- | |
| Adviser FRUTH INVESTMENT MANAGEMENT | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM417.8m | #Funds- | |
| Adviser BARTLETT & CO. WEALTH MANAGEMENT LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM10.3b | #Funds- | |
| Adviser CEERA INVESTMENTS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM303.7m | #Funds- | |
| Adviser WEALTH DIMENSIONS GROUP, LTD. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.2b | #Funds- |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker40412C101 | Stock NameHCA HEALTHCARE, INC. | $ Position$165,409,552 | % Position10.00% | $ Change9.00% | # Change-1.00% |
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY, INC. CLASS B | $ Position$122,773,954 | % Position7.00% | $ Change-5.00% | # Change-5.00% |
| Stck Ticker21871N101 | Stock NameCORECIVIC, INC. | $ Position$67,835,650 | % Position4.00% | $ Change4.00% | # Change-2.00% |
| Stck Ticker02079K107 | Stock NameALPHABET INC. CLASS C | $ Position$65,829,660 | % Position4.00% | $ Change-5.00% | # Change-2.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC. | $ Position$71,349,126 | % Position4.00% | $ Change13.00% | # Change-2.00% |
| Stck Ticker92552V100 | Stock NameVIASAT, INC. | $ Position$56,826,572 | % Position3.00% | $ Change-23.00% | # Change-2.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORPORATION | $ Position$50,081,116 | % Position3.00% | $ Change47.00% | # Change7.00% |
| Stck Ticker458140100 | Stock NameINTEL CORPORATION | $ Position$27,041,621 | % Position2.00% | $ Change-15.00% | # Change-1.00% |
| Stck Ticker023135106 | Stock NameAMAZON.COM, INC. | $ Position$39,818,655 | % Position2.00% | $ Change5.00% | # Change1.00% |
| Stck Ticker478160104 | Stock NameJOHNSON & JOHNSON | $ Position$27,015,977 | % Position2.00% | $ Change4.00% | # Change0.00% |