&PARTNERS

Advisory

N·NASHVILLE, TN

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM

$30.3B

1-Year AUM Growth

+500.0%

3-Year CAGR

+173.1%

Employees

439

Assets Under Management

Total AUM$30.3B

Discretionary AUM$29.3B

Non-Discretionary AUM$993M

Discretionary %96.7%

Total Clients32,200

Team

Total Employees439

Investment Advisers703

Employee Growth (1Y)+100.0%

Filing History

Total Filings on Record102

First FilingApr 27, 2001

Latest FilingMar 30, 2026

🔒 Full AUM trend chart and 102 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 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.

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