Tranquility Partners LLC

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Tranquility Partners LLC
CRD #283478
SEC #801-113232
CIK #0001783773
AUM 897.0 M (2026-02-03)
Employees 7 (100% Investors, 0% Brokers)
Fees
Minimum
Phone615-432-5370
Address5214 Maryland Way
Brentwood, TN 37027
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
90072054036018002010201520212027
Fees and Compensation — Form ADV Part 2A (8/3/2026) [Brochure]
Item 5: Fees and Compensation

A. Fee Schedule

                                                Wealth               WM +
   Value of Assets                            Management          Family Office
                                                (AUM)               (AUA)
   First $10,000,000                              1.00%                1.25%

   Next $10,000,000                               0.75%                0.95%

   Next $10,000,000                               0.65%                0.80%

   Assets Greater Than $30,000,000                0.50%                0.60%

The fee schedules shown above are representative of the schedules available to most
clients. Since we offer customized services, the rates for services offered to any particular
client may vary from those shown above and will be documented in each 'client's
Investment Advisory Contract and can be found in its respective Exhibit II.

Clients may terminate agreements without penalty for a full refund of Tranquility
'Partners' fees within five business days of signing the Investment Advisory Contract.
Thereafter, clients may terminate the Investment Advisory Contract generally with 30
days' written notice (email notice will not suffice), but Tranquility Partners may waive
this 30 day period at its discretion.

Tranquility Partners uses the value of the account as of the last business day of the prior
billing period, after taking into account deposits and withdrawals, for purposes of
determining the market value of the assets upon which the advisory fee is based.

Other Advisers Fees

Tranquility Partners may recommend clients utilize third-party investment advisers
"("Sub-advisers"") which are approved by either or both of its principal custodians,
Fidelity and Schwab. Tranquility Partners does not receive any compensation from the
Sub-advisers to which it directs those clients. The Sub-advisers fees are generally
negotiated by Tranquility Partners on each client's behalf and generally reduce the overall
fee charged by Tranquility Partners. Accordingly, the combined fees will not exceed any
limit imposed by any regulatory agency. The notice of termination requirement and terms
of payment of fees for third-party investment advisers will depend on the requirements
of the specific Sub-adviser selected.

B. Payment of Fees

Payment of Asset-Based Wealth Management Fees

Asset-based wealth management fees are withdrawn directly from the client's accounts
with client's written authorization on a monthly basis. Fees are paid in arrears.

Payment of Family Offices Fees

Asset-based family office services fees are withdrawn directly from the client's accounts
with client's written authorization on a monthly basis. Fees are paid in arrears.

Payment of Other Advisers Fees

Clients funds that are managed by Sub-advisers are segregated into specific, separately
managed accounts "("Sub-advised SMA"") where the investments are directed by the Sub-
adviser. Fees are paid quarterly, either in advance or in arrears, depending on the
requirements of each specific Sub-adviser. Fees for Sub-advisers services are withdrawn

       by each Sub-adviser directly from the Sub-advised SMA accounts. Tranquility Partners
       does not directly deduct the Sub-'adviser's fees.

       C. Client Responsibility For Third Party Fees

       Clients are responsible for the payment of all third-party fees (i.e. custodian fees,
       brokerage fees, mutual fund fees, transaction fees, etc.). Those fees are separate and
       distinct from the fees and expenses charged by Tranquility Partners. Please see Item 12 of
       this brochure regarding broker-dealer/custodian.

       D. Prepayment of Fees

       Tranquility Partners collects fees in arrears. It does not collect fees in advance. Please see
       Item 5 B of this brochure with regard to payment of Sub-Adviser fees.

       E. Outside Compensation For the Sale of Securities to Clients

       Neither Tranquility Partners nor its supervised persons accept any compensation for the
       sale of securities or other investment products, including asset-based sales charges or
       service fees from the sale of mutual funds.
Account Minimums and Types of Clients — Form ADV Part 2A (8/3/2026) [Brochure]
Item 7: Types of Clients

Tranquility Partners generally provides advisory services to High-Net-Worth Individuals, yet
many of its clients do not meet that definition.

Minimum Account Size for Wealth Management

There is an account minimum of $1,000 which may be waived by Tranquility Partners at its
discretion.
Sector Form 13F Holdings Value ($M)
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Nvidia Corp 6.8
Costco Wholesale Corp /NEW 6.5
Alphabet Inc 6.1
Amazon Com Inc 5.9
J P Morgan Chase & Co 5.3
Golub Capital BDC Inc 4.6
View All
Holdings by Sector ($M)
3002401801206002017202020232027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 143 69.5
(b) Individuals (high net worth individuals) 100 810.4
(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 1 1.2
(h) Charitable organizations 2 0.6
(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 2 15.2
(n) Other 0 0.0
Total 950 897.0
By Discretionary
Discretionary 908 868.0
Non-Discretionary 42 29.0
Total 950 897.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 897.0
Total 950 897.0
EDGAR Form CIK 2011 - 2026
13F-HR [0001783773]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesRetail
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