# AGP Franklin, LLC

> AGP Franklin, LLC is an SEC-registered investment advisory firm in Franklin, TN, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 7, 2026.

- CRD: 331699
- Filed as: AGP FRANKLIN, LLC
- Also doing business as: ASPEN GROVE ASSET MANAGEMENT, STRONG TOWER WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Franklin, TN
- Filing period: October 2026
- Form ADV filing dated: April 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331699
- AdvisorCensus page: https://advisorcensus.com/firm/agp-franklin-llc-franklin-tn-331699

## Quick answers

**How is AGP Franklin, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), AGP Franklin, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is AGP Franklin, LLC located?**
AGP Franklin, LLC's principal office is in Franklin, TN, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is AGP Franklin, LLC registered with the SEC or a state?**
AGP Franklin, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331699.

**How much does AGP Franklin, LLC manage?**
AGP Franklin, LLC reports $247,058,110 in regulatory assets under management in its Form ADV filing dated April 7, 2026 (86% discretionary).

**How have AGP Franklin, LLC's assets and staff changed since 2024?**
In the Form ADV data for AGP Franklin, LLC: Regulatory assets under management: $0 in the October 2024 data and $247,058,110 in the October 2026 data. Total employees: 6 in October 2024 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does AGP Franklin, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (371); high net worth individuals (85).

**Which custodians does AGP Franklin, LLC use?**
AGP Franklin, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does AGP Franklin, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331699

**Does AGP Franklin, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 7, 2026 says: "AGP Franklin generally does not impose a minimum relationship size."

**What changed in AGP Franklin, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $195,168,875 to $247,058,110 (+27%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated April 7, 2026)

- Account minimum: None

> AGP Franklin generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $247,058,110
- Discretionary: $212,756,785
- Non-discretionary: $34,301,325

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 371 | $73,032,803 |
| High net worth individuals | 85 | $174,025,307 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, FL, GA, LA, MS, TN, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Franklin, TN

### Websites listed on Form ADV (Item 1.I)
- aspengroveassetmanagement.com
- strongtowerwealthmanagement.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 6 | September 6, 2024 |
| October 2025 | $195,168,875 | 7 | July 14, 2025 |
| October 2026 | $247,058,110 | 7 | April 7, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $247,058,110 in the October 2026 data.
Total employees: 6 in October 2024 and 7 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $195,168,875 to $247,058,110 (+27%).

### December 2025
- Employees performing advisory functions went from 4 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. AGP Franklin, LLC (CRD 331699): Form ADV filing data as of October 2026.