RIA Intel›Advisers›Tennessee›APPLE & COMPANY, INC.

APPLE & COMPANY, INC.

Advisory

TN

Data as of Aug 5, 2026 · Source: SEC Form ADV

Rank in TN

#321

of 380 advisers by AUM

Average account

$319K

across 194 accounts

AUM per adviser

$62M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 5, 2026.

Total AUM

$62M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$62M

Discretionary AUM$62M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients86

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InTN, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

86 clients

19 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in TN

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

$62M

TRUEHAVEN CAPITAL, LLC

$62M

$63M

STONE PILLARS WEALTH MANAGEMENT, LLC

$61M

BILLS ASSET MANAGEMENT

$63M

ROOKS WEALTH ADVISORS, LLC

CHATTANOOGA, TN

$60M

Get the full picture on APPLE & COMPANY, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track APPLE & COMPANY, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans