| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 09/27/2007 |
| ADV Location | NASHVILLE, TN, United States |
| Contact Info | 425 xxxxxxx |
| Websites |
| AUM* | 4,686,109,588 52% |
| of that, discretionary | 4,686,109,588 52% |
| Private Fund GAV* | 0 |
| Avg Account Size | 275,653,505 61% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 20
of those in investment advisory functions 7 250%
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds