Falists
← Back to search

THOROUGHBRED FINANCIAL SERVICES, LLC

CRD 47893 · SEC 801-56741

Visit website

5110 MARYLAND WAY, SUITE 300, BRENTWOOD, TN, 37027-7508, United States

Phone

615-371-0001

Fax

615-371-0184

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$4.04B

Discretionary AUM

$3.62B

Team

31 total employees; 31 advisory reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees; Commissions

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals1829$892.4M
High net worth individuals691$1.86B
Pension/profit sharing plans18$138.4M
Corporations/business entities1029$1.15B

States served

AL, AZ, AR, CA, CO, GA, IL, IN, KY, LA, MD, MS, NV, NY, NC, OH, OK, PA, SC, TN, VA, WA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD