| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 09/28/2000 |
| ADV Location | NASHVILLE, TN, United States |
| Contact Info | 615 xxxxxxx |
| Websites |
| AUM* | 1,218,000,000 -26% |
| of that, discretionary | 1,177,000,000 -29% |
| Number of Employees | |
| of those in investment advisory functions | |
| Private Fund GAV* | 0 |
| Avg Account Size | 8,762,590 -86% |
| % High Net Worth | 87.50% 114% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
No private funds