RIA Intel›Advisers›Tennessee›FRONTSIGHT WEALTH ADVISORS, LLC

FRONTSIGHT WEALTH ADVISORS, LLC

Advisory

KINGSPORT, TN

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in TN

#377

of 380 advisers by AUM

Average account

$293K

across 126 accounts

AUM per adviser

$37M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$37M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$37M

Discretionary AUM$37M

Non-Discretionary AUM$165K

Discretionary %99.6%

Total Clients54

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT, NY, TN

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

54 clients

11 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.

EQUITABLE ADVISORS, INC.

$37M

COMMISSUM CAPITAL MANAGEMENT, LLC

$37M

ROSEMARY FRANK FINANCIAL, LLC

$37M

LAKELAND WEALTH MANAGEMENT LLC

$36M

MALT PARTNERS MANAGEMENT LLC

$36M

MOORE WEALTH PARTNERS, LLC

HENDERSONVILLE, TN

$36M

Get the full picture on FRONTSIGHT WEALTH ADVISORS, LLC

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

Create a free account →See plans