RIA Intel›Advisers›Tennessee›POOLE, JOHN ALFRED, JR.

POOLE, JOHN ALFRED, JR.

Advisory

HERMITAGE, TN

Data as of Apr 26, 2026 · Source: SEC Form ADV

Average account
$235K
across 84 accounts

Source: SEC Form ADV. Figures as filed Apr 26, 2026.

Total AUM
$20M
Discretionary %
100%
Clients
58
Employees
0

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$20M
Discretionary AUM$20M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients58
Team
Total Employees0
Investment Advisers0
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
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.

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0.0% 1Y
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SPECTRUM FINANCIAL ADVISORS LLC
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AFFECT FINANCIAL PARTNERS, LLC
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LONGEST & YOUNG, LLC
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