Overview

Headquarters
Brentwood, TN
Total Firm Assets
$1.4 billion
Average High-Net-Worth Client Portfolio Size
$5.8 million

Fee Disclosure

Source: FORM ADV PART 2A BROCHURE (2026-06-01) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 $2,000,000 0.85%
$2,000,001 $5,000,000 0.55%
$5,000,001 $10,000,000 0.35%
$10,000,001 $20,000,000 0.25%
$20,000,001 and above 0.20%

Stated Minimum Annual Fee: $5,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $35,000 0.70%
$10 million $52,500 0.52%
$50 million $137,500 0.28%
$100 million $237,500 0.24%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
83.16%
Number of High-Net-Worth Clients
201
Total Client Accounts
1,771
Discretionary Accounts
1,645
Non-Discretionary Accounts
126

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
127411

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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