| Total AUM | $144.9M |
| Discretionary | $144.9M100% of AUM |
| Client Accounts | 596 |
| Avg Account Size | $243K |
| Employees | 3 |
| Peak AUM | $169.6MMar 2025 |
| AUM CAGR | +3.3% /yrover 8 yrs · 13 filings |
Total AUM
$145M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $145M | 14.6% | +2.3% | +3.5% | |
| Discretionary AUM | |||||
| Total AUM | $144.9M |
| Discretionary | $144.9M |
| Employees | 3 |
| Client Accounts | 596 |
| Client Range | 0 |
Address
3102 WEST END AVE
NASHVILLE TN 37203
Phone
615-324-7825
Filing History
13 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$145M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $145M |
| 14.6% |
| +2.3% |
| +3.5% |
| Total Accounts | 596 | +7.2% | +5.7% | +5.5% |
| Avg Account Size | $243,084.804 | 20.3% | 3.3% | 1.9% |
| Employees | 3 | +50.0% | +14.5% | +8.2% |
| AUM / Employee | $48M | 43.0% | 10.6% | 4.4% |
Client AUM Segments | |||||
| Wealth AUM | $145M | 14.6% | +2.3% | +3.5% | |
Client Count Segments | |||||
| HNW Clients | 140 | +26.1% | +3.8% | +5.7% | |
| Individuals | 46 | +7.0% | +9.5% | +7.3% | |