RIA Intel›Advisers›Tennessee›A&G FINANCIAL MANAGEMENT, LLC

A&G FINANCIAL MANAGEMENT, LLC

Advisory

NASHVILLE, TN

Data as of Aug 19, 2026 · Source: SEC Form ADV

Average account

$161K

across 146 accounts

AUM per adviser

$24M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 19, 2026.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients146

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

146 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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