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| Happy Holidays!! thanks for using AUM13F!! |
| &Partners
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| CRD # | 3767 |
| SEC # | 801-37145 |
| CIK # | 0001577648, 0001050068, 0000107136, 0001731169, 0001677559, 0001965246, 0001540229 |
| AUM | $14.1 B (2025-06-20) |
| Employees | 475 (57% Investors, 68% Brokers) |
| Phone | 615-255-6431 |
| Address | 40 Burton Hills Blvd Nashville, TN 37215 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
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| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 500.2 | ||
| Apple Inc | 412.9 | ||
| Nvidia Corp | 223.5 | ||
| J P Morgan Chase & Co | 199.5 | ||
| Broadcom Inc | 192.1 | ||
| Amazon Com Inc | 155.3 | ||
| Facebook Inc | 122.4 | ||
| Wal Mart Stores Inc | 101.7 | ||
| BlackRock Inc | 96.9 | ||
| Lilly Eli & Co | 93.1 | ||
| View All | |||
| Holdings by Sector ($M) |
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22,670 | 5.4 |
| (b) Individuals (high net worth individuals) | 4,279 | 4.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 815 | 0.4 |
| (h) Charitable organizations | 15 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 114 | 0.2 |
| (n) Other | 4,307 | 3.6 |
| Total | 32,200 | 14.1 |
| By Discretionary | ||
| Discretionary | 32,045 | 14.0 |
| Non-Discretionary | 155 | 0.2 |
| Total | 32,200 | 14.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 14.1 | |
| Total | 32,200 | 14.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000107136] | |
| 13F-HR | [0001050068] | |
| 3 | [0001540229] | |
| 4 | [0001540229] | |
| D | [0001577648] | |
| D | [0001677559] | |
| 13F-HR | [0001731169] | |
| 13F-HR | [0001965246] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Park Avenue Securities LLC
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NY | 15.0 |
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Principal Securities Inc
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IA | 14.8 |
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Federated Global Investment Management Corp
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NY | 14.8 |
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Stratos Wealth Partners Ltd
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OH | 14.5 |
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Congress Asset Management Company LLP
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MA | 14.2 |
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Independent Advisor Alliance LLC
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NC | 14.1 |
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Evercore Wealth Management LLC
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NY | 13.9 |
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First Horizon Advisors Inc
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TN | 13.6 |
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Appleton Partners Inc
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MA | 13.5 |
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Investment Research & Advisory Group Inc
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GA | 13.2 |