RIA Intel›Advisers›Tennessee›JOEL BUSBOOM FINANCIAL, LLC

JOEL BUSBOOM FINANCIAL, LLC

Advisory

TN

Data as of Feb 17, 2026 · Source: SEC Form ADV

Average account
$246K
across 48 accounts
AUM per adviser
$12M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM
$12M
Discretionary %
0%
Clients
12
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$12M
Discretionary AUM$0
Non-Discretionary AUM$12M
Discretionary %0%
Total Clients12
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.

BIGHAM WEALTH ADVISORY LLC
CHATTANOOGA, TN
$12M
CROUCH INVESTMENT GROUP, INC.
$12M
RESCH FINANCIAL GROUP LLC
$12M
TRUE EQUITY WEALTH MANAGEMENT LLC
NASHVILLE, TN
$11M
FAMILY TREE WEALTH ADVISORS, LLC
MT JULIET, TN
$12M
WILCO FINANCIAL, LLC
$11M

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