Knoxville, TN | Chattanooga, TN | Germantown, TN | |
|---|---|---|---|
| Assets under management | $606M | $638.5M | $568.2M |
| Asset growth, last 2 years | −3% | +49% | +36% |
| Advisory staff | 4 | 12 | 10 |
| Individual clients | 112 | 280 | 294 |
| Assets per client | $5.4M | $2.3M | $1.9M |
| Clients per advisor | 28 | 23 | 29 |
| Main custodian | Fidelity | Schwab | Schwab |
| Filing with the SEC since | 2022 | 2016 | 2020 |
| Tools in their stack | 4 | 4 | 1 |
| People on Advicer.bio | 6 | 12 | 9 |
From each firm's latest Form ADV (Sep 2026, Mar 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.