RIA Intel›Advisers›Tennessee›PROFFITT & GOODSON INC.

PROFFITT & GOODSON INC.

Advisory

N·KNOXVILLE, TN

Data as of Apr 15, 2026 · Source: SEC Form ADV

Total AUM

$798M

1-Year AUM Growth

+13.0%

3-Year CAGR

+2.0%

Employees

6

Assets Under Management

Total AUM$798M

Discretionary AUM$779M

Non-Discretionary AUM$19M

Discretionary %97.7%

Total Clients278

Team

Total Employees6

Investment Advisers9

Employee Growth (1Y)-20.0%

Filing History

Total Filings on Record41

First FilingJan 25, 2001

Latest FilingApr 15, 2026

🔒 Full AUM trend chart and 41 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 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.

Get the full picture on PROFFITT & GOODSON INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.