| Total AUM | $693.8M |
| Discretionary | $488.0M70% of AUM |
| Non-Discretionary | $205.8M |
| Client Accounts | 1,654 |
| Avg Account Size | $419K |
| Employees | 18 |
| Peak AUM | $693.8MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $694M | +12.8% | +14.3% | +15.4% | |
| Discretionary AUM | |||||
| Total AUM | $693.8M |
| Discretionary | $488.0M |
| Employees | 18 |
| Client Accounts | 1654 |
| Client Range | More than 500 |
Address
620 MABRY HOOD ROAD
KNOXVILLE TN 37932
Phone
(865) 290-4000
Filing History
72 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$488M
70.3% of AUM
Non-Discretionary
$206M
29.7% of AUM
Disc. mix ▼ 13.0pp vs 1 year ago
Custody
| +28.6% /yrover 7 yrs · 72 filings |
Total AUM
$694M
| $488M |
| 4.8% |
| +15.4% |
| +15.2% |
| Non-Disc. AUM | $206M | +101.2% | +11.8% | +15.9% |
| Total Accounts | 2k | 14.7% | +7.5% | +12.6% |
| Avg Account Size | $419,466.54 | +32.3% | +6.3% | +2.4% |
| Employees | 18 | 0.0% | 0.0% | 2.1% |
| AUM / Employee | $39M | +12.8% | +14.3% | +17.9% |
Client AUM Segments | |||||
| Wealth AUM | $454M | 9.6% | +6.7% | +11.2% | |
| Institutional AUM | $221M | +125.1% | +40.5% | +24.7% | |
| Fund / Pooled AUM | $19M | +29.0% | +20.7% | — | |
Client Count Segments | |||||
| HNW Clients | 1k | +89.7% | +27.9% | +31.6% | |
| Institutional | 63 | +43.2% | +17.3% | +17.9% | |
| Pooled / Fund | 3 | 0.0% | 0.0% | — | |
| Individuals | 104 | 7.1% | +13.6% | +9.0% | |