{
  "crd_number": 316466,
  "slug": "boulevard-money-nashville-tn-316466",
  "primary_business_name": "BOULEVARD MONEY",
  "legal_name": "BOULEVARD MONEY LLC",
  "dbas": [],
  "city": "Nashville",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "34980",
  "metro": {
    "cbsa_code": "34980",
    "common_name": "Nashville",
    "msa_name": "Nashville-Davidson--Murfreesboro--Franklin, TN",
    "path": "/advisors/tn/nashville"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2021-10-18",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-07-09",
  "carried_forward": false,
  "raum_total": 10300000.0,
  "raum_discretionary": 10300000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 6300000.0,
      "count": 22
    },
    "high_net_worth_individuals": {
      "raum": 4000000.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 2,
  "states_registered": [
    "TN"
  ],
  "websites": [
    "https://boulevardmoney.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316466",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "NASHVILLE",
  "url": "https://advisorcensus.com/firm/boulevard-money-nashville-tn-316466",
  "display_name": "Boulevard Money",
  "summary": "Boulevard Money is a state-registered investment advisory firm in Nashville, TN, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 9, 2026.",
  "citation": "AdvisorCensus. Boulevard Money (CRD 316466): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Boulevard Money compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Boulevard Money reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Boulevard Money located?",
      "a": "Boulevard Money's principal office is in Nashville, TN, according to its Form ADV."
    },
    {
      "q": "Is Boulevard Money registered with the SEC or a state?",
      "a": "Boulevard Money is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 316466."
    },
    {
      "q": "How much does Boulevard Money manage?",
      "a": "Boulevard Money reports $10,300,000 in regulatory assets under management in its Form ADV filing dated July 9, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Boulevard Money serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (22); high net worth individuals (2)."
    },
    {
      "q": "Does Boulevard Money report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316466"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/boulevard-money-nashville-tn-316466.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 22,
      "fewer_than_5": false,
      "raum": 6300000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 2,
      "fewer_than_5": true,
      "raum": 4000000.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316466",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}