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.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Thoroughbred Financial Services, LLC | Brentwood | $4.04 billion | 7,236 | 31 | Not listed | (615) 371-0001 | thoroughbredfinancial.com | adviserinfo.sec.gov |
| Kaufman Hall Investment Management | Brentwood | $2.82 billion | 59 | 9 | Not listed | (224) 724-3809 | khim.com | adviserinfo.sec.gov |
| LBMC Investment Advisors, LLC | Brentwood | $2.23 billion | 1,667 | 8 | Not listed | (615) 377-4603 | adviserinfo.sec.gov | |
| TBH Global Asset Management, LLC | Brentwood | $1.48 billion | 3,735 | 22 | Not listed | (615) 690-4820 | adviserinfo.sec.gov | |
| Seven Springs Wealth Group | Brentwood | $1.41 billion | 1,771 | 15 | Not listed | (615) 370-1253 | sevenspringswealth.com | adviserinfo.sec.gov |
| Virtue Capital Management, LLC | Brentwood | $1.31 billion | 7,561 | 105 | Not listed | (615) 340-0801 | adviserinfo.sec.gov | |
| Tranquility Partners, LLC | Brentwood | $960 million | 958 | 7 | Not listed | (615) 432-5370 | adviserinfo.sec.gov | |
| Provident Wealth Management, LLC | Brentwood | $758.5 million | 1,209 | 9 | Not listed | (615) 656-4050 | adviserinfo.sec.gov | |
| Pharos Capital Group, LLC | Brentwood | $629.6 million | 7 | 22 | 6 | (615) 234-5522 | adviserinfo.sec.gov | |
| Caldwell Advisors, LLC | Brentwood | $351.4 million | 1,016 | 8 | Not listed | (615) 370-8988 | adviserinfo.sec.gov | |
| Luken Investment Analytics, LLC | Brentwood | $292.2 million | 664 | 6 | Not listed | (615) 550-5570 | adviserinfo.sec.gov | |
| Cove Capital Management Inc. | Brentwood | $247.5 million | 1 | 3 | Not listed | (615) 730-7410 | adviserinfo.sec.gov | |
| Erisa Advisers, Inc. | Brentwood | $187.1 million | 146 | 4 | Not listed | (855) 255-2391 | erisaadvisers.com | adviserinfo.sec.gov |
| Keystone Financial Resources, LLC | Brentwood | $178.5 million | 348 | 4 | Not listed | (707) 932-5849 | keystonewealtalliance.com | adviserinfo.sec.gov |
| Diversified Partners, Inc. | Brentwood | $155.1 million | 3 | 3 | 3 | (615) 371-0001 | adviserinfo.sec.gov | |
| J. Mark Nickell & Co. | Brentwood | $146.4 million | 174 | 3 | Not listed | (615) 371-6622 | jmarknickell.com | adviserinfo.sec.gov |
| Planrock Wealth Strategies, LLC | Brentwood | $71.1 million | 146 | 7 | Not listed | (800) 677-6025 | planrock.com | adviserinfo.sec.gov |
| Relevance Capital Management, LLC | Brentwood | Not listed | Not listed | Not listed | 3 | relevanceventures.com | adviserinfo.sec.gov | |
| Bailey Management Services, LLC | Brentwood | Not listed | Not listed | Not listed | 2 | (615) 800-6200 | bnco.com | adviserinfo.sec.gov |
| Bullvc Fund Management LLC | Brentwood | Not listed | Not listed | Not listed | 1 | (415) 741-1149 | bullvc.com | adviserinfo.sec.gov |
| Financial Junk, LLC | Brentwood | Not listed | Not listed | Not listed | 1 | (615) 383-2654 | adviserinfo.sec.gov | |
| Global Health and Wellness Investment Network | Brentwood | Not listed | Not listed | Not listed | 1 | (484) 467-3299 | ghwin.com | adviserinfo.sec.gov |
| Intentional Wealth Planning | Brentwood | Not listed | 0 | 2 | Not listed | (888) 688-4097 | adviserinfo.sec.gov | |
| Summit Capital Solutions LLC | Brentwood | Not listed | 0 | 3 | Not listed | (844) 371-4718 | summitcapitalsolutions.com | adviserinfo.sec.gov |
Advisers in Brentwood that manage private funds
7 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Pharos Capital Group, LLC | Brentwood | TN | 6 | Not listed | 6 | Not listed | Not listed | $623 million | $629.6 million | adviserinfo.sec.gov |
| Diversified Partners, Inc. | Brentwood | TN | 3 | Not listed | Not listed | Not listed | Not listed | $155.1 million | $155.1 million | adviserinfo.sec.gov |
| Relevance Capital Management, LLC | Brentwood | TN | 3 | Not listed | Not listed | 3 | Not listed | $122.7 million | Not listed | adviserinfo.sec.gov |
| Bailey Management Services, LLC | Brentwood | TN | 2 | Not listed | 2 | Not listed | Not listed | $33.5 million | Not listed | adviserinfo.sec.gov |
| Bullvc Fund Management LLC | Brentwood | TN | 1 | Not listed | Not listed | 1 | Not listed | $33.4 million | Not listed | adviserinfo.sec.gov |
| Financial Junk, LLC | Brentwood | TN | 1 | Not listed | 1 | Not listed | Not listed | $95.4 million | Not listed | adviserinfo.sec.gov |
| Global Health and Wellness Investment Network | Brentwood | TN | 1 | Not listed | Not listed | 1 | Not listed | $95,000 | Not listed | adviserinfo.sec.gov |
Newest SEC registrations in Brentwood
1 adviser with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Intentional Wealth Planning | Brentwood | TN | August 6, 2026 | Not listed | adviserinfo.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.