Investment adviser · CRD 3767
&PARTNERS
Investment adviser filing (IA)
NASHVILLE, TN, United States · Form ADV filed Sep 25, 2026
- Regulatory AUM
- $30.3B Form ADV · Item 5.F
- Client accounts
- 62,194 Accounts, not individual clients
- Employees
- 703 Reported in this filing
- Advisory professionals
- 439 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 | 11,803 | $11,406,325,725 | 37.7% |
| Individuals | 42,060 | $9,326,016,519 | 30.8% |
| Other clients | 5,687 | $6,391,654,186 | 21.1% |
| Corporations & businesses | 735 | $2,270,215,653 | 7.5% |
| Retirement plans | 1,887 | $862,123,304 | 2.8% |
| Charities | 22 | $12,354,411 | 0.0% |
| Banks & thrifts | Fewer than 5 | Not reported | Not reported |
| Government entities | Fewer than 5 | Not reported | Not reported |
| Other investment advisers | Fewer than 5 | Not reported | Not reported |
| Insurance companies | Fewer than 5 | Not reported | Not reported |
| Sovereign wealth & foreign institutions | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 2124514 · Sep 25, 2026 · 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: Sep 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Subscription · Fixed · Commissions · Performance-based
Principal office
40 BURTON HILLS BLVD, SUITE 350NASHVILLE, TN, 37215, United States
CRD 3767
Filing source
Form ADV 2124514 · Sep 25, 2026 · 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.