| Total AUM | $2.01B |
| Discretionary | $1.98B99% of AUM |
| Non-Discretionary | $30.1M |
| Client Accounts | 1,469 |
| Avg Account Size | $1.4M |
| Employees | 15 |
| Peak AUM | $2.01BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.0B | +15.5% | +17.3% | +16.0% | |
| Discretionary AUM | |||||
| Total AUM | $2.01B |
| Discretionary | $1.98B |
| Employees | 15 |
| Client Accounts | 1469 |
| Client Range | 251-500 |
Address
3825 BEDFORD AVE
NASHVILLE TN 37215
Phone
615-297-6144
Filing History
51 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.0B
98.5% of AUM
Non-Discretionary
$30M
1.5% of AUM
Disc. mix ▲ 0.6pp vs 1 year ago
Custody
| +7.1% /yrover 25 yrs · 51 filings |
Total AUM
$2.0B
| $2.0B |
| +16.2% |
| +18.2% |
| +17.8% |
| Non-Disc. AUM | $30M | 18.9% | 15.1% | 19.1% |
| Total Accounts | 1k | 6.4% | +7.7% | +10.7% |
| Avg Account Size | $1M | +23.3% | +8.9% | +4.8% |
| Employees | 15 | +36.4% | +4.9% | +8.4% |
| AUM / Employee | $134M | 15.3% | +11.8% | +7.0% |
Client AUM Segments | |||||
| Wealth AUM | $1.8B | +19.1% | +17.9% | +15.9% | |
| Institutional AUM | $232M | 6.6% | +18.7% | +16.8% | |
Client Count Segments | |||||
| HNW Clients | 102 | 8.9% | +11.8% | +5.2% | |
| Institutional | 31 | +19.2% | +10.5% | +3.6% | |
| Individuals | 335 | +7.7% | +2.4% | +5.4% | |