RIA Intel›Advisers›Tennessee›YOUR FAMILY MATTERS, LLP

YOUR FAMILY MATTERS, LLP

Advisory

CORDOVA, TN

Data as of Jun 5, 2026 · Source: SEC Form ADV

Average account

$119K

across 108 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 5, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients85

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Partnership

Fiscal Year EndDecember

Operates InMS, TN, TX

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

85 clients

3 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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$12M

HAYS CAPITAL MANAGEMENT, LLC

$14M

QUANTITATIVE SOLUTIONS, LLC

$14M

BIGHAM WEALTH ADVISORY LLC

CHATTANOOGA, TN

$12M

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