RIA Intel›Advisers›Tennessee›FIRST HORIZON ADVISORS, INC

FIRST HORIZON ADVISORS, INC

Advisory

N·MEMPHIS, TN

Data as of Oct 7, 2024 · Source: SEC Form ADV

Total AUM

$13.6B

1-Year AUM Growth

-0.3%

3-Year CAGR

+13.3%

Employees

169

Assets Under Management

Total AUM$13.6B

Discretionary AUM$10.1B

Non-Discretionary AUM$3.6B

Discretionary %73.9%

Total Clients6,631

Team

Total Employees169

Investment Advisers239

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record42

First FilingSep 16, 2008

Latest FilingOct 7, 2024

🔒 Full AUM trend chart and 42 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FIRST HORIZON ADVISORS, INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.