RIA Intel›Advisers›Tennessee›STAPLETON ASSET MANAGEMENT, LLC

STAPLETON ASSET MANAGEMENT, LLC

Advisory

TN

Data as of Mar 17, 2026 · Source: SEC Form ADV

Average account
$444K
across 70 accounts
AUM per adviser
$16M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM
$31M
Discretionary %
100%
Clients
33
Employees
3

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$31M
Discretionary AUM$31M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients33
Team
Total Employees3
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL, MN, TN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TN

Closest by assets under management. All figures from Form ADV.

RODEFER MOSS WEALTH MANAGEMENT GROUP, LLC
GREENEVILLE, TN
$31M
0.0% 1Y
P3 WEALTH MANAGEMENT, INC.
CORDOVA, TN
$31M
MAIN STREET INVESTORS, LLC
BRENTWOOD, TN
$31M
JB WEALTH ADVISORS LLC
NASHVILLE, TN
$32M
0.0% 1Y
MFO-USA ADVISORY, LLC
MEMPHIS, TN
$32M
PANTHREX ASSET MANAGEMENT LLC
FRANKLIN, TN
$32M
+164.6% 1Y

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