RIA Intel›Advisers›Tennessee›CATAMOUNT STRATEGIC ADVISORS, LLC

CATAMOUNT STRATEGIC ADVISORS, LLC

Advisory

NASHVILLE, TN

Data as of Mar 13, 2026 · Source: SEC Form ADV

Rank in TN
#273
of 380 advisers by AUM
Average account
$57M
across 2 accounts
AUM per adviser
$114M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM
$114M
Discretionary %
0%
Clients
2
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$114M
Discretionary AUM$0
Non-Discretionary AUM$114M
Discretionary %0%
Total Clients2
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TN

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

COORDINATED WEALTH MANAGEMENT, L.L.C.
HENDERSONVILLE, TN
$114M
+8.2% 1Y
CW SECURITIES, LLC
KNOXVILLE, TN
$113M
POPE ASSET MANAGEMENT, LLC
MEMPHIS, TN
$115M
+4.4% 1Y
GENESIS INVESTMENT ADVISORS, LLC
OOLTEWAH, TN
$113M
JASON W. QUALLS
MURFREESBORO, TN
$113M
INTEGRA WEALTH, LLC
CHATTANOOGA, TN
$116M

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