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AdvisorCensus / Financial advisors / Tennessee / Memphis, TN / The Bank of New York Mellon

Financial advisors in Memphis, TN using The Bank of New York Mellon

4 SEC-registered investment advisory firms headquartered in the Memphis, TN metro area name The Bank of New York Mellon as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in Memphis, TN ยท How this list is built

FirmCityRegistrationAssets band
Chickasaw Capital Management, LLCMemphisSEC-registered investment adviser$1 billion to $5 billion
Newsouth Capital Management IncMemphisSEC-registered investment adviser$1 billion to $5 billion
Southernsun Asset Management LLCMemphisSEC-registered investment adviser$500 million to $1 billion
Wolf River Capital Management, LLCMemphisSEC-registered investment adviser$100 million to $500 million

Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. The Bank of New York Mellon nationwide

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AdvisorCensus. Financial advisors in Memphis, TN using The Bank of New York Mellon. https://advisorcensus.com/advisors/tn/memphis/custodians/bank-of-new-york-mellon
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