RIA Intel›Advisers›Tennessee›PRUDENT STREET FINANCIAL ADVISORS, LLC

PRUDENT STREET FINANCIAL ADVISORS, LLC

Advisory

N·BRENTWOOD, TN

Data as of Mar 18, 2024 · Source: SEC Form ADV

Total AUM

$303M

1-Year AUM Growth

+17.4%

3-Year CAGR

-0.6%

Employees

5

Assets Under Management

Total AUM$303M

Discretionary AUM$163M

Non-Discretionary AUM$140M

Discretionary %53.9%

Total Clients—

Team

Total Employees5

Investment Advisers7

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record26

First FilingFeb 23, 2012

Latest FilingMar 18, 2024

🔒 Full AUM trend chart and 26 historical filings spanning 12+ 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 PRUDENT STREET FINANCIAL ADVISORS, LLC

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