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Adviser Profile

As of Date 03/18/2026
Registration SEC, Approved, 02/12/2004
ADV Location BRENTWOOD, TN, United States
Contact Info 615 xxxxxxx
AUM* 758,518,214 29%
of that, discretionary 758,518,214 29%
Number of Employees 9
of those in investment advisory functions 6
Private Fund GAV* 0
Avg Account Size 627,393 24%
% High Net Worth 53.35% 14%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

759M 650M 542M 433M 325M 217M 108M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary