Adviser Profile
| As of Date | 09/17/2025 |
| Registration status | Terminated |
| ADV Location | NASHVILLE, TN, United States |
| Contact Info | 615 xxxxxxx |
| Websites |
| AUM* | 936,496,459 15% |
| of that, discretionary | 936,496,459 15% |
| Number of Employees | 6 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,615,816 17% |
| % High Net Worth | 77.70% 0% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
936M
803M
669M
535M
401M
268M
134M
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker922908363 | Stock NameVANGUARD INDEX FDS | $ Position$86,455 | % Position3.50% | $ Change | # Change |
| Stck Ticker78462F103 | Stock NameSPDR S&P 500 ETF TR | $ Position$74,938 | % Position3.03% | $ Change | # Change |
| Stck Ticker72346Q104 | Stock NamePINNACLE FINL PARTNERS INC | $ Position$58,400 | % Position2.36% | $ Change | # Change |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$52,294 | % Position2.12% | $ Change | # Change |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$51,030 | % Position2.07% | $ Change | # Change |
| Stck Ticker922908363 | Stock NameVANGUARD INDEX FDS | $ Position$50,280 | % Position2.03% | $ Change | # Change |
| Stck Ticker464287457 | Stock NameISHARES TR | $ Position$48,668 | % Position1.97% | $ Change | # Change |
| Stck Ticker464287614 | Stock NameISHARES TR | $ Position$41,822 | % Position1.69% | $ Change | # Change |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$29,873 | % Position1.21% | $ Change | # Change |
| Stck Ticker922908736 | Stock NameVANGUARD INDEX FDS | $ Position$28,541 | % Position1.16% | $ Change | # Change |