RIA Intel›Advisers›Tennessee›AFFECT FINANCIAL PARTNERS, LLC

AFFECT FINANCIAL PARTNERS, LLC

Advisory

KNOXVILLE, TN

Data as of Jun 10, 2026 · Source: SEC Form ADV

Average account

$429K

across 44 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 10, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$282K

Discretionary %98.5%

Total Clients44

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTN

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

44 clients

11 high-net-worth

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

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Advisers of similar size in TN

Closest by assets under management. All figures from Form ADV.

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MELBY WEALTH MANAGEMENT, LLC

$19M

BELINDA LESLIE A REGISTERED INVESTMENT ADVISER, INC.

$18M

POOLE, JOHN ALFRED, JR.

$20M

ARCHETYPE INVESTMENT ADVISORS INC

$18M

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