Investment adviser · CRD 295954
CRITERION CAPITAL ADVISORS LLC
Investment adviser filing (IA)
NASHVILLE, TN, United States · Form ADV filed Jul 25, 2024
- Regulatory AUM
- $461M Form ADV · Item 5.F
- Client accounts
- 1,045 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 97 | $315,942,000 | 68.6% |
| Individuals | 255 | $125,681,000 | 27.3% |
| Corporations & businesses | Fewer than 5 | $14,980,000 | 3.3% |
| Charities | Fewer than 5 | $3,978,000 | 0.9% |
Filing source
Form ADV 1891458 · Jul 25, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 25, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
4515 HARDING PIKE, STE 300NASHVILLE, TN, 37205, United States
CRD 295954
Filing source
Form ADV 1891458 · Jul 25, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.