RIA IntelAdvisersTennesseeSTELLAR ASSETS L.L.C.

STELLAR ASSETS L.L.C.

Advisory

MEMPHIS, TN

Data as of Aug 11, 2026 · Source: SEC Form ADV

Average account
$195K
across 22 accounts
AUM per adviser
$4M
1 advisers

Source: SEC Form ADV. Figures as filed Aug 11, 2026.

Total AUM
$4M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$4M
Discretionary AUM$4M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients16
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTN, TX
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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BANK M INVESTMENT CENTER, INC.
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TECH FINANCIAL PLANNING, LLC
$4M
RED OAK ADVISORS LLC
MEMPHIS, TN
$5M
FORWARD FINANCIAL PLANNING LLC
$4M
KOPLAN & ASSOCIATES LLC
CHATTANOOGA, TN
$4M

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