RIA Intel›Advisers›Tennessee›STINSON, ROBERT KEVIN

STINSON, ROBERT KEVIN

Advisory

TN

Data as of Jan 7, 2026 · Source: SEC Form ADV

Average account

$2M

across 16 accounts

AUM per adviser

$28M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 7, 2026.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$28M

Discretionary AUM$28M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients7

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InTN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

7 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in TN

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

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DORIAN EASON ASSET MANAGEMENT, LLC

$27M

SOAR FINANCIAL LLC

MURFREESBORO, TN

$27M

REESER ADVISORY SERVICES INC.

$29M

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