&PARTNERS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $30.27B |
| Discretionary | $29.28B97% of AUM |
| Non-Discretionary | $993.4M |
| Client Accounts | 62,194 |
| Avg Account Size | $487K |
| Employees | 703 |
| Peak AUM | $30.27BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $30.3B | +114.0% | +245.2% | +135.6% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $30.27B |
| Discretionary | $29.28B |
| Employees | 703 |
| Client Accounts | 62194 |
| Client Range | 1-10 |
Contact & Location
Address
40 BURTON HILLS BLVD
NASHVILLE TN 37215
Phone
615-255-6431
Filing History
116 ADV Part 1 submissions
Fee Structure
% of AUMHourlySubscriptionFixed FeesCommissionsPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublicationsSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$29.3B
96.7% of AUM
Non-Discretionary
$993M
3.3% of AUM
Disc. mix ▼ 2.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Sep 2016
•Investment adviser bar/suspension
Custody
Broker-Dealer Custody
Other Registrations
Broker-DealerBanking Institution