Brentwood, TN | Franklin, TN | ||
|---|---|---|---|
| Assets under management | $57.2M | $60.6M | $60.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 9 | 47 | 28 |
| Assets per client | $6.4M | $1.3M | $2.1M |
| Clients per advisor | 5 | 24 | 28 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | 2 | 1 |
| People on Advicer.bio | – | 3 | 1 |
From each firm's latest Form ADV (Mar 2026, May 2026, Sep 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.