RIA Intel›Advisers›Tennessee›SSN ADVISORY, INC.

SSN ADVISORY, INC.

Advisory

N·KNOXVILLE, TN

Data as of Aug 14, 2020 · Source: SEC Form ADV

Total AUM

$2.4B

1-Year AUM Growth

-15.8%

3-Year CAGR

+8.2%

Employees

222

Assets Under Management

Total AUM$2.4B

Discretionary AUM$2.0B

Non-Discretionary AUM$391M

Discretionary %84%

Total Clients—

Team

Total Employees222

Investment Advisers241

Employee Growth (1Y)—

Filing History

Total Filings on Record121

First FilingApr 8, 2003

Latest FilingAug 14, 2020

🔒 Full AUM trend chart and 121 historical filings spanning 17+ 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 SSN ADVISORY, INC.

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