Adviser Profile

As of Date 07/01/2026
Registration SEC, Approved, 11/27/1987
ADV Location NASHVILLE, TN, United States
Contact Info 615 xxxxxxx
Websites
AUM* 1,975,488,723 28%
of that, discretionary 1,975,488,723 28%
Number of Employees 11 -8%
of those in investment advisory functions 6
Private Fund GAV* 0
Avg Account Size 1,936,754 22%
% High Net Worth 94.02% 0%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

2B 2B 1B 1B 847M 564M 282M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser OSBORNE PARTNERS Hedge Fund4.0m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV4.0m AUM2.7b #Funds1
Adviser NWM ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM329.1m #Funds-
Adviser A. N. CULBERTSON & COMPANY, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM817.8m #Funds-
Adviser DAY & ENNIS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM384.1m #Funds-
Adviser MATRIX PRIVATE CAPITAL GROUP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund31.9m Total Private Fund GAV31.9m AUM561.0m #Funds4
Adviser ATLANTIC PRIVATE WEALTH, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM894.0m #Funds-
Adviser FRUTH INVESTMENT MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM417.8m #Funds-
Adviser BARTLETT & CO. WEALTH MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM10.3b #Funds-
Adviser CEERA INVESTMENTS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM303.7m #Funds-
Adviser WEALTH DIMENSIONS GROUP, LTD. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.2b #Funds-

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker40412C101 Stock NameHCA HEALTHCARE INC $ Position$183,322,291 % Position12.00% $ Change1.00% # Change0.00%
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC. CLASS B $ Position$126,501,516 % Position8.00% $ Change-5.00% # Change0.00%
Stck Ticker02079K107 Stock NameALPHABET INC. CLASS C $ Position$57,977,561 % Position4.00% $ Change-9.00% # Change-1.00%
Stck Ticker037833100 Stock NameAPPLE INC. $ Position$56,425,557 % Position4.00% $ Change-6.00% # Change1.00%
Stck Ticker008474108 Stock NameAGNICO EAGLE MINES LIMITED $ Position$43,259,707 % Position3.00% $ Change120.00% # Change84.00%
Stck Ticker21871N101 Stock NameCORECIVIC, INC. $ Position$41,100,847 % Position3.00% $ Change269.00% # Change273.00%
Stck Ticker594918104 Stock NameMICROSOFT CORPORATION $ Position$34,021,112 % Position2.00% $ Change-26.00% # Change-4.00%
Stck Ticker92552V100 Stock NameVIASAT, INC. $ Position$38,147,965 % Position2.00% $ Change335.00% # Change227.00%
Stck Ticker023135106 Stock NameAMAZON.COM, INC. $ Position$33,084,731 % Position2.00% $ Change-8.00% # Change2.00%
Stck Ticker478160104 Stock NameJOHNSON & JOHNSON $ Position$25,191,265 % Position2.00% $ Change18.00% # Change0.00%

Brochure Summary