| Total AUM | $2.25B |
| Discretionary | $1.30B58% of AUM |
| Non-Discretionary | $951.8M |
| Client Accounts | 3,206 |
| Avg Account Size | $703K |
| Employees | 32 |
| Peak AUM | $2.25BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.3B | +21.4% | +23.2% | +16.3% | |
| Discretionary AUM | |||||
| Total AUM | $2.25B |
| Discretionary | $1.30B |
| Employees | 32 |
| Client Accounts | 3206 |
| Client Range | More than 500 |
Address
11905 KINGSTON PIKE
KNOXVILLE TN 37934
Phone
865-218-8400
Filing History
46 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.3B
57.7% of AUM
Non-Discretionary
$952M
42.3% of AUM
Disc. mix ▼ 1.3pp vs 1 year ago
Custody
No related registrations reported
| +21.3% /yrover 20 yrs · 46 filings |
Total AUM
$2.3B
| $1.3B |
| +18.7% |
| +20.2% |
| +16.7% |
| Non-Disc. AUM | $952M | +25.4% | +27.8% | +15.8% |
| Total Accounts | 3k | +2.5% | +6.4% | +7.0% |
| Avg Account Size | $702,525.407 | +18.5% | +15.8% | +8.8% |
| Employees | 32 | +6.7% | +8.6% | +7.8% |
| AUM / Employee | $70M | +13.8% | +13.5% | +7.9% |
Client AUM Segments | |||||
| Wealth AUM | $1.3B | +19.7% | +19.5% | +15.9% | |
| Institutional AUM | $903M | +24.8% | +29.9% | +17.0% | |
| Other AUM | $2M | +25.9% | +21.2% | +2.8% | |
Client Count Segments | |||||
| HNW Clients | 613 | 14.0% | 6.0% | 0.6% | |
| Institutional | 124 | +0.8% | +6.7% | +7.1% | |
| Individuals | 369 | +25.9% | +18.6% | +15.2% | |