Adviser Profile

As of Date 02/11/2026
Registration SEC, Approved, 11/08/2012
ADV Location CHATTANOOGA, TN, United States
Contact Info 423 xxxxxxx
AUM* 738,424,273 19%
of that, discretionary 593,903,298 33%
Number of Employees 5
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 532,006 11%
% High Net Worth 24.05% 10%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

594M 509M 424M 339M 255M 170M 85M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name FRAZIER & DEETER ADVISORY, LLC Filing Date01/21/2026 Form ADV-E View Report

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 DIASTOLE WEALTH MANAGEMENT Hedge Fund25.0m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV25.0m AUM396.0m #Funds1
Adviser JEFFREY N. MEHLER, CFP LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM416.2m #Funds-
Adviser SUNPOINTE INVESTMENTS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM790.7m #Funds-
Adviser STERLING FINANCIAL PLANNING INC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM760.8m #Funds-
Adviser ALEXANDER RANDOLPH ADVISORY INC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM403.9m #Funds-
Adviser CERTIOR FINANCIAL GROUP, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM452.3m #Funds-
Adviser BIP WEALTH, LLC Hedge Fund- Liquidity Fund- Private Equity Fund108.5m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund34.2m Other Fund- Total Private Fund GAV176.9m AUM5.3b #Funds26
Adviser M HOLDINGS SECURITIES, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM3.2b #Funds-
Adviser W ADVISORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM244.9m #Funds-
Adviser BOGART WEALTH, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM3.2b #Funds-

Brochure Summary