Adviser Profile

As of Date 02/24/2026
Registration SEC, Approved, 07/31/2012
Other registrations (1)
ADV Location NASHVILLE, TN, United States
Contact Info 615 xxxxxxx
Websites
AUM* 621,561,338 14%
of that, discretionary 621,561,338 14%
Number of Employees 5 25%
of those in investment advisory functions 5 25%
Private Fund GAV* 66,528,798 6%
Avg Account Size 1,190,731 30%
% High Net Worth 99.04% 0%
SMA’s Yes
Private Funds 1

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

625M 536M 447M 357M 268M 179M 89M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Top Holdings

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Stck Ticker78468R663 Stock NameSPDR SER TR SPDR BLOOMBERG $ Position$51,546,216 % Position7.00% $ Change37.00% # Change37.00%
Stck Ticker72348N109 Stock NamePINNACLE FINL PARTNERS INC COM $ Position$43,444,467 % Position6.00% $ Change25.00% # Change7.00%
Stck Ticker497266106 Stock NameKIRBY CORP $ Position$39,779,959 % Position6.00% $ Change3.00% # Change0.00%
Stck Ticker499049104 Stock NameKNIGHT SWIFT TRANSN HLDGS INC $ Position$42,733,895 % Position6.00% $ Change52.00% # Change12.00%
Stck TickerG25508105 Stock NameCRH PLC ORD $ Position$35,935,957 % Position5.00% $ Change3.00% # Change1.00%
Stck Ticker88023U101 Stock NameSOMNIGROUP INTERNATIONAL INC C $ Position$32,376,389 % Position5.00% $ Change7.00% # Change1.00%
Stck Ticker74935Q107 Stock NameRB GLOBAL INC COM NPV $ Position$25,878,429 % Position4.00% $ Change27.00% # Change5.00%
Stck Ticker73278L105 Stock NamePOOL CORPORATION $ Position$24,635,595 % Position4.00% $ Change # Change
Stck Ticker24703L202 Stock NameDELL TECHNOLOGIES INC $ Position$30,468,227 % Position4.00% $ Change147.00% # Change-6.00%

Brochure Summary