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| Keyboard |
| ERISA Advisers Inc
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|---|---|
| CRD # | 170487 |
| SEC # | 801-130090 |
| CIK # | |
| AUM | 187.1 M (2026-03-20) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 855-255-2391 |
| Address | 215 Centerview Dr Brentwood, TN 37027 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 9.4 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 117 | 175.6 |
| (h) Charitable organizations | 1 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 146 | 187.1 |
| By Discretionary | ||
| Discretionary | 146 | 187.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 146 | 187.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 187.1 | |
| Total | 146 | 187.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Finarc Investments Inc
✚
|
MA | 187.6 M |
|
CFC Planning Company LLC
✚
|
IN | 187.3 M |
|
Ward & Associates
✚
|
CA | 187.2 M |
|
Fjell Capital LLC
✚
|
ND | 187.0 M |
|
Public Equity Partners LLC
✚
|
187.0 M | |
|
Dutch Asset Corporation
✚
|
NY | 186.9 M |
|
David P Gilliam & Associates Inc
✚
|
IN | 186.7 M |
|
Axecap Investments LLC
✚
|
OH | 186.6 M |
|
Advocate Investing Services LLC
✚
|
MD | 186.6 M |
|
Alvin Clay Financial Advisors LLC
✚
|
PA | 186.6 M |