RIA Intel›Advisers›Tennessee›MISER ASSET MANAGEMENT, LLC

MISER ASSET MANAGEMENT, LLC

Advisory

KNOXVILLE, TN

Data as of Jul 29, 2026 · Source: SEC Form ADV

Rank in TN

#334

of 380 advisers by AUM

Average account

$304K

across 183 accounts

AUM per adviser

$28M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 29, 2026.

Total AUM

$56M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$56M

Discretionary AUM$4M

Non-Discretionary AUM$51M

Discretionary %7.7%

Total Clients68

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, TN, UT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

68 clients

24 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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