Data / Investment advisers / Tennessee / Chattanooga
Investment advisers in Chattanooga, TN: 25 firms, $17 billion in AUM
25 investment advisers have their main office in Chattanooga, Tennessee: 22 SEC registered and 3 exempt reporting. The registered advisers report $17 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Pointer Management, LLC with $2.8 billion.
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.
- 25Advisers
- 22SEC registered
- 3Exempt reporting
- $17 billionTotal AUM
- 21Advisers over $100 million
- 9Manage 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 |
|---|---|---|---|---|---|---|---|---|
| Pointer Management, LLC | Chattanooga | $2.79 billion | 6 | 16 | 1 | (423) 266-3544 | adviserinfo.sec.gov | |
| Future Capital | Chattanooga | $2.42 billion | 17,093 | 30 | Not listed | (888) 871-5711 | futurecapital.com | adviserinfo.sec.gov |
| Patten and Patten, Inc. | Chattanooga | $2.21 billion | 2,156 | 13 | Not listed | (423) 756-3480 | patteninc.com | adviserinfo.sec.gov |
| Patton Albertson Miller Group, LLC | Chattanooga | $1.68 billion | 1,630 | 23 | Not listed | (423) 414-2100 | focusfinancialpartners.com | adviserinfo.sec.gov |
| HHM Wealth Advisors, LLC | Chattanooga | $1.47 billion | 3,383 | 20 | Not listed | (423) 826-1670 | adviserinfo.sec.gov | |
| River Associates Investments, L.P. | Chattanooga | $815.5 million | 2 | 18 | 2 | (423) 755-0888 | riverassociates.com | adviserinfo.sec.gov |
| Am Investment Strategies, LLC | Chattanooga | $738.4 million | 1,388 | 5 | Not listed | (423) 486-1888 | adviserinfo.sec.gov | |
| The Patten Group, Inc. | Chattanooga | $725.1 million | 1,398 | 11 | Not listed | (423) 531-0360 | adviserinfo.sec.gov | |
| Acumen Wealth Advisors, LLC | Chattanooga | $638.5 million | 303 | 17 | 1 | (423) 825-4796 | adviserinfo.sec.gov | |
| Wealth Preservation Advisors, LLC | Chattanooga | $591.6 million | 988 | 3 | Not listed | (423) 486-9400 | adviserinfo.sec.gov | |
| TSW II Capital Advisors, LLC | Chattanooga | $544.5 million | 9 | 7 | 9 | (423) 267-1430 | tsw3ventures.com | adviserinfo.sec.gov |
| Evergreen Advisors, LLC | Chattanooga | $522.8 million | 1,440 | 6 | Not listed | (423) 933-1814 | evergreenadvisors.com | adviserinfo.sec.gov |
| Guardian Wealth Management, LLC | Chattanooga | $411.1 million | 1,213 | 11 | Not listed | (423) 510-0409 | adviserinfo.sec.gov | |
| Brooks, Moore & Associates, Inc. | Chattanooga | $348.9 million | 348 | 5 | Not listed | (423) 756-8628 | brooksmoore.net | adviserinfo.sec.gov |
| Apex Strategic Wealth, LLC | Chattanooga | $292.1 million | 1,328 | 8 | Not listed | (423) 602-5390 | adviserinfo.sec.gov | |
| Anchor Health Capital, LLC | Chattanooga | $166 million | 9 | 8 | 9 | (423) 708-2178 | anchorhealthcapital.com | adviserinfo.sec.gov |
| Solas Bioventures Management, LLC | Chattanooga | $165 million | 12 | 6 | 12 | (423) 243-3460 | solasbio.com | adviserinfo.sec.gov |
| Campbell Asset Management, LLC | Chattanooga | $146 million | 416 | 4 | Not listed | (423) 265-7931 | campbellassetmanagement.com | adviserinfo.sec.gov |
| Barnett & Co Inc | Chattanooga | $142 million | 263 | 5 | Not listed | (423) 756-0125 | barnettandcompany.com | adviserinfo.sec.gov |
| Integra Wealth | Chattanooga | $116.5 million | 411 | 2 | Not listed | (423) 664-0344 | integrawealth.com | adviserinfo.sec.gov |
| Fuerst Financial Group, Inc. | Chattanooga | $100.9 million | 542 | 2 | Not listed | (423) 899-8555 | fuerstfinancialgroup.com | adviserinfo.sec.gov |
| Dynamo Management Company, LLC | Chattanooga | Not listed | Not listed | Not listed | 13 | (423) 421-4463 | dynamo.vc | adviserinfo.sec.gov |
| Contemporary Healthcare Capital, LLC | Chattanooga | Not listed | Not listed | Not listed | 1 | (423) 424-1800 | contemporarycapital.com | adviserinfo.sec.gov |
| West Brow Capital Management, LLC | Chattanooga | Not listed | Not listed | Not listed | 1 | (203) 856-6729 | adviserinfo.sec.gov | |
| Round Table Advisors, LLC | Chattanooga | Not listed | 0 | 13 | Not listed | (423) 510-8889 | adviserinfo.sec.gov |
Advisers in Chattanooga that manage private funds
9 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dynamo Management Company, LLC | Chattanooga | TN | 13 | Not listed | Not listed | 13 | Not listed | $269.8 million | Not listed | adviserinfo.sec.gov |
| Solas Bioventures Management, LLC | Chattanooga | TN | 12 | Not listed | Not listed | 12 | Not listed | $165 million | $165 million | adviserinfo.sec.gov |
| TSW II Capital Advisors, LLC | Chattanooga | TN | 9 | 9 | Not listed | Not listed | Not listed | $583.5 million | $544.5 million | adviserinfo.sec.gov |
| Anchor Health Capital, LLC | Chattanooga | TN | 9 | Not listed | Not listed | Not listed | 9 | $166 million | $166 million | adviserinfo.sec.gov |
| River Associates Investments, L.P. | Chattanooga | TN | 2 | Not listed | 2 | Not listed | Not listed | $815.5 million | $815.5 million | adviserinfo.sec.gov |
| Pointer Management, LLC | Chattanooga | TN | 1 | 1 | Not listed | Not listed | Not listed | $2.65 billion | $2.79 billion | adviserinfo.sec.gov |
| Acumen Wealth Advisors, LLC | Chattanooga | TN | 1 | Not listed | Not listed | Not listed | 1 | $9.4 million | $638.5 million | adviserinfo.sec.gov |
| Contemporary Healthcare Capital, LLC | Chattanooga | TN | 1 | Not listed | Not listed | Not listed | 1 | $36.6 million | Not listed | adviserinfo.sec.gov |
| West Brow Capital Management, LLC | Chattanooga | TN | 1 | 1 | Not listed | Not listed | Not listed | $49.4 million | Not listed | adviserinfo.sec.gov |
Newest SEC registrations in Chattanooga
1 adviser with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Round Table Advisors, LLC | Chattanooga | TN | September 14, 2026 | Not listed | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.