Overview
Assets Under Management: $461 million
Headquarters: NASHVILLE, TN
High-Net-Worth Clients: 97
Average Client Assets: $3 million
Frequently Asked Questions
CRITERION CAPITAL ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #295954), CRITERION CAPITAL ADVISORS LLC is subject to fiduciary duty under federal law.
CRITERION CAPITAL ADVISORS LLC is headquartered in NASHVILLE, TN.
CRITERION CAPITAL ADVISORS LLC serves 97 high-net-worth clients according to their SEC filing dated July 25, 2024. View client details ↓
According to their SEC Form ADV, CRITERION CAPITAL ADVISORS LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
CRITERION CAPITAL ADVISORS LLC manages $461 million in client assets according to their SEC filing dated July 25, 2024.
According to their SEC Form ADV, CRITERION CAPITAL ADVISORS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 97
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.60
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,045
Discretionary Accounts: 1,045
Regulatory Filings
CRD Number: 295954
Last Filing Date: 2024-07-25 00:00:00
Website: https://criterionadv.com