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| &Partners
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| CRD # | 3767 |
| SEC # | 801-37145 |
| CIK # | 0001050068, 0001540229, 0000107136, 0001965246, 0001677559, 0001731169, 0001577648 |
| AUM | $1.2 BB (2024-08-15) |
| Employees | 327 (53% Investors, 66% Brokers) |
| Phone | 615-255-6431 |
| Address | 40 Burton Hills Blvd Nashville, TN 37215 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 99.0 | |
| MSFT | 1,918,222.4 | 86.7 | |
| NVDA | 399,550.0 | 52.4 | |
| AMZN | 1,092,997.8 | 35.7 | |
| JPM | 340,169.2 | 30.3 | |
| JNJ | 465,600.2 | 16.8 | |
| GOOGL | 1,475,138.5 | 16.1 | |
| LOW | 111,668.6 | 15.8 | |
| LLY | 301,789.7 | 15.1 | |
| PG | 338,108.9 | 15.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,795 | 861.8 |
| (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 | 11 | 4.0 |
| (h) Charitable organizations | 3 | 2.3 |
| (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 | 0 | 0.0 |
| (n) Other | 242 | 304.9 |
| Total | 3,051 | 1,173.1 |
| By Discretionary | ||
| Discretionary | 2,961 | 1,074.1 |
| Non-Discretionary | 90 | 98.9 |
| Total | 3,051 | 1,173.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 1,172.2 | |
| Total | 3,051 | 1,173.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000107136] | |
| 13F-HR | [0001050068] | |
| 3 | [0001540229] | |
| 4 | [0001540229] | |
| D | [0001577648] | |
| D | [0001677559] | |
| 13F-HR | [0001731169] | |
| 13F-HR | [0001965246] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Total Investment Management Inc
✚
|
AZ | 1.2 |
|
Scarborough Advisors LLC
✚
|
MD | 1.2 |
|
The Capital Group Investment Advisory Services LLC
✚
|
MD | 1.2 |
|
Clear Creek Financial Management LLC
✚
|
WA | 1.2 |
|
Novem Group
✚
|
NY | 1.2 |
|
Personal CFO Solutions LLC
✚
|
NJ | 1.2 |
|
SPC Financial Inc
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|
MD | 1.2 |
|
Bison Advisors LLC
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|
GA | 1.2 |
|
Annis Gardner Whiting Capital Advisors LLC
✚
|
FL | 1.2 |
|
BFSG LLC
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|
CA | 1.1 |