| Total AUM | $1.48B |
| Discretionary | $1.43B97% of AUM |
| Non-Discretionary | $49.6M |
| Client Accounts | 3,735 |
| Avg Account Size | $397K |
| Employees | 22 |
| Peak AUM | $1.48BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.5B | +16.2% | +15.9% | +13.7% | |
| Discretionary AUM | |||||
| Total AUM | $1.48B |
| Discretionary | $1.43B |
| Employees | 22 |
| Client Accounts | 3735 |
| Client Range | 1-10 |
Address
6 CADILLAC DR.
BRENTWOOD TN 37027
Phone
615-690-4820
Filing History
51 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.4B
96.6% of AUM
Non-Discretionary
$50M
3.4% of AUM
Disc. mix ▲ 0.4pp vs 1 year ago
Custody
Total AUM
$1.5B
| $1.4B |
| +16.6% |
| +15.4% |
| +13.5% |
| Non-Disc. AUM | $50M | +4.7% | +37.6% | +20.1% |
| Total Accounts | 4k | +3.0% | +5.4% | +12.9% |
| Avg Account Size | $396,535.044 | +12.8% | +9.9% | +0.7% |
| Employees | 22 | +10.0% | +9.0% | +14.9% |
| AUM / Employee | $67M | +5.6% | +6.4% | 1.1% |
Client AUM Segments | |||||
| Wealth AUM | $1.4B | +17.6% | +16.3% | +14.3% | |
| Institutional AUM | $37M | 20.2% | +2.5% | 1.3% | |
Client Count Segments | |||||
| HNW Clients | 571 | 8.1% | 6.0% | +5.9% | |
| Institutional | 52 | +100.0% | 3.6% | +23.6% | |
| Individuals | 431 | +18.7% | +12.2% | +12.7% | |