&PARTNERS

CRD 3767 · SEC 801-37145

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40 BURTON HILLS BLVD, SUITE 350, NASHVILLE, TN, 37215, United States

Phone

615-255-6431

Fax

615-782-4111

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$30.27B

Discretionary AUM

$29.28B

Team

703 total employees; 439 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Subscription fees; Fixed fees; Commissions; Performance-based fees; TRANS FEE, SERVICE CHARGES; 12B-1; MMKT TRLS; BDSP; PROMO, LEND

Org form

Limited Liability Company

Filing date

2026-06-12

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsPORTFOLIO MANAGER SELECTION, FURNISH ADVICE NOT INVOLVING SECURITIES, RESEARCH REPORT SERVICES, 1042 PORTFOLIO CONSTRUCTION

Client types

Type	Clients	AUM
Individuals	42060	$9.33B
High net worth individuals	11803	$11.41B
Pension/profit sharing plans	1887	$862.1M
Charitable organizations	22	$12.4M
Corporations/business entities	735	$2.27B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD