Skip to the page

Data / Investment advisers / Tennessee / Brentwood

Investment advisers in Brentwood, TN: 24 firms, $17.3 billion in AUM

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

24 investment advisers have their main office in Brentwood, Tennessee: 19 SEC registered and 5 exempt reporting. The registered advisers report $17.3 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Thoroughbred Financial Services, LLC with $4 billion.

The request: Every investment adviser in Brentwood, Tennessee with AUM over $100 million, with phone and website. $10 of work on sign-up, no card.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 24Advisers
  • 19SEC registered
  • 5Exempt reporting
  • $17.3 billionTotal AUM
  • 16Advisers over $100 million
  • 7Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Thoroughbred Financial Services, LLCBrentwood$4.04 billion7,23631Not listed(615) 371-0001thoroughbredfinancial.comadviserinfo.sec.gov
Kaufman Hall Investment ManagementBrentwood$2.82 billion599Not listed(224) 724-3809khim.comadviserinfo.sec.gov
LBMC Investment Advisors, LLCBrentwood$2.23 billion1,6678Not listed(615) 377-4603adviserinfo.sec.gov
TBH Global Asset Management, LLCBrentwood$1.48 billion3,73522Not listed(615) 690-4820adviserinfo.sec.gov
Seven Springs Wealth GroupBrentwood$1.41 billion1,77115Not listed(615) 370-1253sevenspringswealth.comadviserinfo.sec.gov
Virtue Capital Management, LLCBrentwood$1.31 billion7,561105Not listed(615) 340-0801adviserinfo.sec.gov
Tranquility Partners, LLCBrentwood$960 million9587Not listed(615) 432-5370adviserinfo.sec.gov
Provident Wealth Management, LLCBrentwood$758.5 million1,2099Not listed(615) 656-4050adviserinfo.sec.gov
Pharos Capital Group, LLCBrentwood$629.6 million7226(615) 234-5522adviserinfo.sec.gov
Caldwell Advisors, LLCBrentwood$351.4 million1,0168Not listed(615) 370-8988adviserinfo.sec.gov
Luken Investment Analytics, LLCBrentwood$292.2 million6646Not listed(615) 550-5570adviserinfo.sec.gov
Cove Capital Management Inc.Brentwood$247.5 million13Not listed(615) 730-7410adviserinfo.sec.gov
Erisa Advisers, Inc.Brentwood$187.1 million1464Not listed(855) 255-2391erisaadvisers.comadviserinfo.sec.gov
Keystone Financial Resources, LLCBrentwood$178.5 million3484Not listed(707) 932-5849keystonewealtalliance.comadviserinfo.sec.gov
Diversified Partners, Inc.Brentwood$155.1 million333(615) 371-0001adviserinfo.sec.gov
J. Mark Nickell & Co.Brentwood$146.4 million1743Not listed(615) 371-6622jmarknickell.comadviserinfo.sec.gov
Planrock Wealth Strategies, LLCBrentwood$71.1 million1467Not listed(800) 677-6025planrock.comadviserinfo.sec.gov
Relevance Capital Management, LLCBrentwoodNot listedNot listedNot listed3relevanceventures.comadviserinfo.sec.gov
Bailey Management Services, LLCBrentwoodNot listedNot listedNot listed2(615) 800-6200bnco.comadviserinfo.sec.gov
Bullvc Fund Management LLCBrentwoodNot listedNot listedNot listed1(415) 741-1149bullvc.comadviserinfo.sec.gov
Financial Junk, LLCBrentwoodNot listedNot listedNot listed1(615) 383-2654adviserinfo.sec.gov
Global Health and Wellness Investment NetworkBrentwoodNot listedNot listedNot listed1(484) 467-3299ghwin.comadviserinfo.sec.gov
Intentional Wealth PlanningBrentwoodNot listed02Not listed(888) 688-4097adviserinfo.sec.gov
Summit Capital Solutions LLCBrentwoodNot listed03Not listed(844) 371-4718summitcapitalsolutions.comadviserinfo.sec.gov

Advisers in Brentwood that manage private funds

7 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Pharos Capital Group, LLCBrentwoodTN6Not listed6Not listedNot listed$623 million$629.6 millionadviserinfo.sec.gov
Diversified Partners, Inc.BrentwoodTN3Not listedNot listedNot listedNot listed$155.1 million$155.1 millionadviserinfo.sec.gov
Relevance Capital Management, LLCBrentwoodTN3Not listedNot listed3Not listed$122.7 millionNot listedadviserinfo.sec.gov
Bailey Management Services, LLCBrentwoodTN2Not listed2Not listedNot listed$33.5 millionNot listedadviserinfo.sec.gov
Bullvc Fund Management LLCBrentwoodTN1Not listedNot listed1Not listed$33.4 millionNot listedadviserinfo.sec.gov
Financial Junk, LLCBrentwoodTN1Not listed1Not listedNot listed$95.4 millionNot listedadviserinfo.sec.gov
Global Health and Wellness Investment NetworkBrentwoodTN1Not listedNot listed1Not listed$95,000Not listedadviserinfo.sec.gov

Newest SEC registrations in Brentwood

1 adviser with an SEC status effective in the 90 days to November 2, 2026.

AdviserCityStateSEC status effectiveAUMWebsiteSource
Intentional Wealth PlanningBrentwoodTNAugust 6, 2026Not listedadviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.