{ "path": "/advisors/tn/nashville", "url": "https://advisorcensus.com/advisors/tn/nashville", "page_type": "metro", "title": "Financial advisors in Nashville, TN", "filters": {}, "scope_total": 206, "faq": [ { "q": "How many financial advisory firms are there in Nashville, TN?", "a": "AdvisorCensus lists 206 investment advisory firms with a principal office in the Nashville metro area, from Form ADV filings as of October 2026: 107 SEC-registered, 58 state-registered, and 41 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Nashville, TN?", "a": "52 of the 206 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Nashville, TN offer financial planning?", "a": "97 of the 165 firms in Nashville, TN that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Nashville, TN fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 52 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 206 investment advisory firms with a principal office in the Nashville metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Nashville has 206 investment advisory firms with a principal office in the metro area as of October 2026: 107 SEC-registered, 58 state-registered, and 41 exempt reporting advisers. 52 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 62 report under $100 million in regulatory assets under management. The metro area has 829,134 households, 109,975 of them with income of $200,000 or more, or 534 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Nashville, TN: 206 firms from Form ADV filings as of October 2026.", "total_firms": 206, "page": 1, "total_pages": 5, "sort": "name", "registration_types": { "sec": 107, "state": 58, "exempt": 41 }, "fee_model_mix": [ { "code": "fee-only", "count": 52 }, { "code": "percentage_of_aum", "count": 152 }, { "code": "hourly", "count": 50 }, { "code": "subscription", "count": 7 }, { "code": "fixed", "count": 83 }, { "code": "commissions", "count": 5 }, { "code": "performance_based", "count": 40 }, { "code": "other", "count": 26 }, { "code": "not_reported", "count": 41 } ], "years_registered_distribution": [ { "code": "under_5", "count": 101 }, { "code": "5_to_9", "count": 47 }, { "code": "10_to_19", "count": 37 }, { "code": "20_plus", "count": 20 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 39 }, { "code": "25m_100m", "count": 23 }, { "code": "100m_500m", "count": 51 }, { "code": "500m_1b", "count": 11 }, { "code": "1b_5b", "count": 29 }, { "code": "over_5b", "count": 6 }, { "code": "not_reported", "count": 47 } ], "firms": [ { "crd_number": 3767, "name": "&Partners", "name_as_filed": "&PARTNERS", "url": "https://advisorcensus.com/firm/and-partners-nashville-tn-3767", "city": "Nashville", "state": "TN", "years_registered": 35, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed", "commissions", "performance_based", "other" ], "enhanced": false }, { "crd_number": 153528, "name": "12th Street Asset Management", "name_as_filed": "12TH STREET ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/12th-street-asset-management-nashville-tn-153528", "city": "Nashville", "state": "TN", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 154561, "name": "A&G Financial Management, LLC", "name_as_filed": "A&G FINANCIAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/a-and-g-financial-management-llc-nashville-tn-154561", "city": "Nashville", "state": "TN", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 308135, "name": "AB Broadly Syndicated Loan Manager LLC", "name_as_filed": "AB BROADLY SYNDICATED LOAN MANAGER LLC", "url": "https://advisorcensus.com/firm/ab-broadly-syndicated-loan-manager-llc-nashville-tn-308135", "city": "Nashville", "state": "TN", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 110879, "name": "AB Custom Alternative Solutions LLC", "name_as_filed": "AB CUSTOM ALTERNATIVE SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/ab-custom-alternative-solutions-llc-nashville-tn-110879", "city": "Nashville", "state": "TN", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 285903, "name": "Abound Wealth Management, LLC", "name_as_filed": "ABOUND WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/abound-wealth-management-llc-franklin-tn-285903", "city": "Franklin", "state": "TN", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 312129, "name": "Acropolis Partners, LLC", "name_as_filed": "ACROPOLIS PARTNERS, LLC", "url": "https://advisorcensus.com/firm/acropolis-partners-llc-brentwood-tn-312129", "city": "Brentwood", "state": "TN", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331699, "name": "AGP Franklin, LLC", "name_as_filed": "AGP FRANKLIN, LLC", "url": "https://advisorcensus.com/firm/agp-franklin-llc-franklin-tn-331699", "city": "Franklin", "state": "TN", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 321606, "name": "AJ Advisors", "name_as_filed": "AJ ADVISORS", "url": "https://advisorcensus.com/firm/aj-advisors-nashville-tn-321606", "city": "Nashville", "state": "TN", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 291880, "name": "AJ Capital Management LLC", "name_as_filed": "AJ CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/aj-capital-management-llc-nashville-tn-291880", "city": "Nashville", "state": "TN", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 106998, "name": "Alliancebernstein Holding L.P.", "name_as_filed": "ALLIANCEBERNSTEIN HOLDING L.P.", "url": "https://advisorcensus.com/firm/alliancebernstein-holding-l-p-nashville-tn-106998", "city": "Nashville", "state": "TN", "years_registered": 38, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 108477, "name": "Alliancebernstein L.P.", "name_as_filed": "ALLIANCEBERNSTEIN L.P.", "url": "https://advisorcensus.com/firm/alliancebernstein-l-p-nashville-tn-108477", "city": "Nashville", "state": "TN", "years_registered": 27, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "subscription", "fixed", "commissions", "performance_based" ], "enhanced": false }, { "crd_number": 326790, "name": "Alto Capital, LLC", "name_as_filed": "ALTO CAPITAL, LLC", "url": "https://advisorcensus.com/firm/alto-capital-llc-nashville-tn-326790", "city": "Nashville", "state": "TN", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 150527, "name": "Andorra Investment Management, Inc.", "name_as_filed": "ANDORRA INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/andorra-investment-management-inc-college-grove-tn-150527", "city": "College Grove", "state": "TN", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 142298, "name": "Apple & Company, Inc.", "name_as_filed": "APPLE & COMPANY, INC.", "url": "https://advisorcensus.com/firm/apple-and-company-inc-nashville-tn-142298", "city": "Nashville", "state": "TN", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299352, "name": "Arcline Investment Management LP", "name_as_filed": "ARCLINE INVESTMENT MANAGEMENT LP", "url": "https://advisorcensus.com/firm/arcline-investment-management-lp-nashville-tn-299352", "city": "Nashville", "state": "TN", "years_registered": 7, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 318519, "name": "Arrow Alliance", "name_as_filed": "ARROW ALLIANCE", "url": "https://advisorcensus.com/firm/arrow-alliance-franklin-tn-318519", "city": "Franklin", "state": "TN", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 154751, "name": "AVA Wealth Management LLC", "name_as_filed": "AVA WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/ava-wealth-management-llc-nashville-tn-154751", "city": "Nashville", "state": "TN", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323868, "name": "Bailey Management Services, LLC", "name_as_filed": "BAILEY MANAGEMENT SERVICES, LLC", "url": "https://advisorcensus.com/firm/bailey-management-services-llc-brentwood-tn-323868", "city": "Brentwood", "state": "TN", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 133950, "name": "Ball & Company", "name_as_filed": "BALL & COMPANY", "url": "https://advisorcensus.com/firm/ball-and-company-franklin-tn-133950", "city": "Franklin", "state": "TN", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105098, "name": "Barksdale Investment Management", "name_as_filed": "BARKSDALE INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/barksdale-investment-management-nashville-tn-105098", "city": "Nashville", "state": "TN", "years_registered": 41, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156228, "name": "Beacon Capital Management, LLC", "name_as_filed": "BEACON CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/beacon-capital-management-llc-franklin-tn-156228", "city": "Franklin", "state": "TN", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328092, "name": "Blue Hour Ventures, LLC", "name_as_filed": "BLUE HOUR VENTURES, LLC", "url": "https://advisorcensus.com/firm/blue-hour-ventures-llc-nashville-tn-328092", "city": "Nashville", "state": "TN", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 148258, "name": "Blue Kayak Partners", "name_as_filed": "BLUE KAYAK PARTNERS", "url": "https://advisorcensus.com/firm/blue-kayak-partners-franklin-tn-148258", "city": "Franklin", "state": "TN", "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 307453, "name": "Blue Ocean Capital, LLC", "name_as_filed": "BLUE OCEAN CAPITAL, LLC", "url": "https://advisorcensus.com/firm/blue-ocean-capital-llc-franklin-tn-307453", "city": "Franklin", "state": "TN", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 316466, "name": "Boulevard Money", "name_as_filed": "BOULEVARD MONEY", "url": "https://advisorcensus.com/firm/boulevard-money-nashville-tn-316466", "city": "Nashville", "state": "TN", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327062, "name": "Brewer Financial Strategies", "name_as_filed": "BREWER FINANCIAL STRATEGIES", "url": "https://advisorcensus.com/firm/brewer-financial-strategies-nashville-tn-327062", "city": "Nashville", "state": "TN", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 341868, "name": "Broad Horizon Capital, LLC", "name_as_filed": "BROAD HORIZON CAPITAL, LLC", "url": "https://advisorcensus.com/firm/broad-horizon-capital-llc-nashville-tn-341868", "city": "Nashville", "state": "TN", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 311600, "name": "Bullvc Fund Management LLC", "name_as_filed": "BULLVC FUND MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bullvc-fund-management-llc-brentwood-tn-311600", "city": "Brentwood", "state": "TN", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 335847, "name": "Caduceus Capital Partners I, LLC", "name_as_filed": "CADUCEUS CAPITAL PARTNERS I, LLC", "url": "https://advisorcensus.com/firm/caduceus-capital-partners-i-llc-nashville-tn-335847", "city": "Nashville", "state": "TN", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 335850, "name": "Caduceus Capital Partners II, LLC", "name_as_filed": "CADUCEUS CAPITAL PARTNERS II, LLC", "url": "https://advisorcensus.com/firm/caduceus-capital-partners-ii-llc-nashville-tn-335850", "city": "Nashville", "state": "TN", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 144408, "name": "Caldwell Advisors, LLC", "name_as_filed": "CALDWELL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/caldwell-advisors-llc-brentwood-tn-144408", "city": "Brentwood", "state": "TN", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285709, "name": "Callaway Capital Management, LLC", "name_as_filed": "CALLAWAY CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/callaway-capital-management-llc-nashville-tn-285709", "city": "Nashville", "state": "TN", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 297830, "name": "Canterbury Tollgate", "name_as_filed": "CANTERBURY TOLLGATE", "url": "https://advisorcensus.com/firm/canterbury-tollgate-brentwood-tn-297830", "city": "Brentwood", "state": "TN", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 144779, "name": "Cap Partners, LLC", "name_as_filed": "CAP PARTNERS, LLC", "url": "https://advisorcensus.com/firm/cap-partners-llc-franklin-tn-144779", "city": "Franklin", "state": "TN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 161372, "name": "Capitalspring", "name_as_filed": "CAPITALSPRING", "url": "https://advisorcensus.com/firm/capitalspring-nashville-tn-161372", "city": "Nashville", "state": "TN", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 148781, "name": "Capwealth Advisors, LLC", "name_as_filed": "CAPWEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/capwealth-advisors-llc-franklin-tn-148781", "city": "Franklin", "state": "TN", "years_registered": 17, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 118468, "name": "Carmichael Creel Investments", "name_as_filed": "CARMICHAEL CREEL INVESTMENTS", "url": "https://advisorcensus.com/firm/carmichael-creel-investments-franklin-tn-118468", "city": "Franklin", "state": "TN", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 165442, "name": "Carter-Haston Investment Partners II GP, LLC", "name_as_filed": "CARTER-HASTON INVESTMENT PARTNERS II GP, LLC", "url": "https://advisorcensus.com/firm/carter-haston-investment-partners-ii-gp-llc-nashville-tn-165442", "city": "Nashville", "state": "TN", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 150823, "name": "Catamount Strategic Advisors, LLC", "name_as_filed": "CATAMOUNT STRATEGIC ADVISORS, LLC", "url": "https://advisorcensus.com/firm/catamount-strategic-advisors-llc-nashville-tn-150823", "city": "Nashville", "state": "TN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 323647, "name": "Center Hill Wealth, LLC", "name_as_filed": "CENTER HILL WEALTH, LLC", "url": "https://advisorcensus.com/firm/center-hill-wealth-llc-nashville-tn-323647", "city": "Nashville", "state": "TN", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340063, "name": "Chamberlain Lane Capital, LLC", "name_as_filed": "CHAMBERLAIN LANE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/chamberlain-lane-capital-llc-nashville-tn-340063", "city": "Nashville", "state": "TN", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 329689, "name": "Claritas Capital", "name_as_filed": "CLARITAS CAPITAL", "url": "https://advisorcensus.com/firm/claritas-capital-nashville-tn-329689", "city": "Nashville", "state": "TN", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 334386, "name": "CN Wealth LLC", "name_as_filed": "CN WEALTH LLC", "url": "https://advisorcensus.com/firm/cn-wealth-llc-nashville-tn-334386", "city": "Nashville", "state": "TN", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 163159, "name": "Compound Capital Management", "name_as_filed": "COMPOUND CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/compound-capital-management-nashville-tn-163159", "city": "Nashville", "state": "TN", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 141348, "name": "Coordinated Wealth Management, L.L.C.", "name_as_filed": "COORDINATED WEALTH MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/coordinated-wealth-management-l-l-c-hendersonville-tn-141348", "city": "Hendersonville", "state": "TN", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 174036, "name": "Council Capital Funds Management, LLC", "name_as_filed": "COUNCIL CAPITAL FUNDS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/council-capital-funds-management-llc-nashville-tn-174036", "city": "Nashville", "state": "TN", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 130449, "name": "Courage Capital Management, LLC", "name_as_filed": "COURAGE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/courage-capital-management-llc-nashville-tn-130449", "city": "Nashville", "state": "TN", "years_registered": 22, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 153865, "name": "Courant Investment Management LLC", "name_as_filed": "COURANT INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/courant-investment-management-llc-franklin-tn-153865", "city": "Franklin", "state": "TN", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "performance_based" ], "enhanced": false }, { "crd_number": 284649, "name": "Cove Capital Management Inc.", "name_as_filed": "COVE CAPITAL MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/cove-capital-management-inc-brentwood-tn-284649", "city": "Brentwood", "state": "TN", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "performance_based", "other" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/tn", "label": "Financial advisors in Tennessee" }, "metro": { "path": "/advisors/tn/nashville", "label": "Financial advisors in Nashville, TN" }, "city_pages": [ { "path": "/advisors/tn/nashville/brentwood", "label": "Financial advisors in Brentwood, TN", "firm_count": 39 }, { "path": "/advisors/tn/nashville/franklin", "label": "Financial advisors in Franklin, TN", "firm_count": 35 } ], "fee_pages": [ { "path": "/advisors/tn/nashville/fee-only", "label": "Fee-only financial advisors in Nashville, TN", "firm_count": 52 }, { "path": "/advisors/tn/nashville/flat-fee", "label": "Flat-fee financial advisors in Nashville, TN", "firm_count": 83 }, { "path": "/advisors/tn/nashville/hourly", "label": "Hourly financial advisors in Nashville, TN", "firm_count": 50 } ], "niche_pages": [ { "path": "/advisors/tn/nashville/financial-independence-and-early-retirement", "firm_count": 1, "label": "Financial advisors for financial independence and early retirement in Nashville, TN" } ] }, "csv": "https://advisorcensus.com/advisors/tn/nashville.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" }, "sec_registrations_12_months": { "new_sec_registrations": 14, "sec_registered_at_start": 97, "per_100_registered": null, "national_per_100": 10.11, "as_of": "2026-10-01", "sentence": "Over the 12 months to October 1, 2026, 14 firms here registered with the SEC as investment advisers.", "source": "https://advisorcensus.com/reports/monthly/2026-10" } }