RIA Intel›Advisers›Tennessee›KG MEYER, P.C.

KG MEYER, P.C.

Advisory

TN

Data as of Aug 2, 2026 · Source: SEC Form ADV

Average account
$71K
across 12 accounts
AUM per adviser
$850K
1 adviser

Source: SEC Form ADV. Figures as filed Aug 2, 2026.

Total AUM
$850K
Discretionary %
100%
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$850K
Discretionary AUM$850K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients12
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
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.

ARIES INVESTMENTS, LLC
LAKELAND, TN
$842K
VALOR FINANCIAL PLANNING, LLC
JOHNSON CITY, TN
$777K
TRUSTFIRST INC.
KNOXVILLE, TN
$991K
GRAYBRIDGE LLC
$700K
+100.0% 1Y
SOE, INC.
$1M
LAKEWOOD FINANCIAL PLANNING, INC.
BRENTWOOD, TN
$550K

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