# Worthview Capital Management LLC

> Worthview Capital Management LLC is a state-registered investment advisory firm in Nashville, TN, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 317179
- Filed as: WORTHVIEW CAPITAL MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Nashville, TN
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317179
- AdvisorCensus page: https://advisorcensus.com/firm/worthview-capital-management-llc-nashville-tn-317179

## Quick answers

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

**Where is Worthview Capital Management LLC located?**
Worthview Capital Management LLC's principal office is in Nashville, TN, according to its Form ADV.

**Is Worthview Capital Management LLC registered with the SEC or a state?**
Worthview Capital Management LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 317179.

**How much does Worthview Capital Management LLC manage?**
Worthview Capital Management LLC reports $32,261,517 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Worthview Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (11); individuals (other than high net worth individuals) (9).

**Does Worthview Capital Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317179

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $32,261,517
- Discretionary: $32,261,517
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $4,326,106 |
| High net worth individuals | 11 | $27,935,411 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @worthview-capital

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Worthview Capital Management LLC (CRD 317179): Form ADV filing data as of October 2026.