Data / Investment advisers / Serving insurance companies / Tennessee

Investment advisers in Tennessee serving insurance companies: 14 firms

Name: Investment advisers in Tennessee serving insurance companies: Form ADV data
Creator: SpecStream
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Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

14 SEC registered investment advisers with a main office in Tennessee report insurance companies among their clients in Form ADV item 5.D, and together they attribute $116 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Alliancebernstein L.P.

The request: Every investment adviser in Tennessee that serves insurance companies, with AUM, phone and website. $10 of work on sign-up, no card.

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14Advisers
$116 billionAUM from this client type
14Advisers over $100 million
November 2, 2026File date

Advisers in Tennessee serving insurance companies

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Alliancebernstein L.P.	Nashville	35	$114.32 billion	$763.40 billion	adviserinfo.sec.gov
NFC Investments, LLC	Memphis	13	$895.1 million	$2.14 billion	adviserinfo.sec.gov
Barksdale Investment Management	Nashville	4	$445.9 million	$3.01 billion	adviserinfo.sec.gov
Fielder Capital Group LLC	Nashville	1	$106.7 million	$1.21 billion	adviserinfo.sec.gov
Gerber/Taylor Management LLC	Memphis	Fewer than 5	$79.5 million	$11.42 billion	adviserinfo.sec.gov
Laffer Tengler Investments, Inc.	Nashville	Fewer than 5	$71.6 million	$800.1 million	adviserinfo.sec.gov
Future Capital	Chattanooga	1	$69.2 million	$2.42 billion	adviserinfo.sec.gov
Martin & Company Investment Counsel	Knoxville	2	$55.1 million	$1.65 billion	adviserinfo.sec.gov
Cardinal Wealth Advisory, LLC	Memphis	1	$48.5 million	$273.2 million	adviserinfo.sec.gov
Chickasaw Capital Management, LLC	Memphis	Fewer than 5	$12.7 million	$2.55 billion	adviserinfo.sec.gov
Sanford C. Bernstein & Co., LLC	Nashville	1	$12 million	$1.22 billion	adviserinfo.sec.gov
Shayne & Jacobs, LLC	Nashville	Fewer than 5	$3.9 million	$429.5 million	adviserinfo.sec.gov
Rather & Kittrell, Inc.	Knoxville	1	$3 million	$2.25 billion	adviserinfo.sec.gov
Sagespring Wealth Partners	Franklin	3	$172,507	$8.49 billion	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.