| As of Date | 12/19/2025 |
| Registration | SEC, Approved, 09/27/2007 |
| ADV Location | NASHVILLE, TN, United States |
| Contact Info | 425 xxxxxxx |
| Websites |
| AUM* | 3,759,819,330 22% |
| of that, discretionary | 3,759,819,330 22% |
| Private Fund GAV* | 0 |
| Avg Account Size | 208,878,852 22% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 19 -5%
of those in investment advisory functions 2
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds