Investment adviser · CRD 105278

PROFFITT & GOODSON INC.

Investment adviser filing (IA)

KNOXVILLE, TN, United States · Form ADV filed Apr 15, 2026

Regulatory AUM
$798M
Form ADV · Item 5.F
Client accounts
971
Accounts, not individual clients
Employees
9
Reported in this filing
Advisory professionals
6
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals170$723,100,82190.6%
Individuals123$30,931,3183.9%
Charities6$27,796,8223.5%
Retirement plansFewer than 5$15,407,6501.9%
Corporations & businessesFewer than 5$488,3240.1%
Filing source

Form ADV 2094926 · Apr 15, 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 funds

The 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: Apr 15, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly

Principal office

4800 OLD KINGSTON PIKE, STE 200
KNOXVILLE, TN, 37919-6424, United States

CRD 105278

Filing source

Form ADV 2094926 · Apr 15, 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.