Data / Investment advisers / Tennessee / Erisa Advisers, Inc.
Erisa Advisers, Inc., Brentwood, TN: $187 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Erisa Advisers, Inc. is an SEC registered investment adviser with its main office in Brentwood, Tennessee and reports $187 million in regulatory assets under management in its Form ADV filed March 20, 2026. Its clients include pension and profit sharing plans, individuals and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Erisa Advisers, Inc. (CRD number 170487): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 170487
- SEC file number
- 801-130090
- SEC status
- Approved, effective April 26, 2024
- Main office
- 215 Centerview Dr Suite 110, Brentwood, TN 37027
- Phone
- (855) 255-2391
- Website
- erisaadvisers.com
- Regulatory AUM
- $187,066,763 in the Form ADV filed March 20, 2026
- Discretionary AUM
- $187,066,763
- Accounts
- 146
- Employees
- 4, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 117 | $175.6 million |
| Individuals (other than high net worth individuals) | 17 | $9.4 million |
| Charitable organizations | 1 | $1.3 million |
| Corporations or other businesses | 1 | $824,083 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $187.1 million | March 20, 2026 |
| December 1, 2025 | $202.6 million | March 29, 2025 |
Other advisers in Brentwood
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Provident Wealth Management, LLC | Brentwood | $758.5 million | Not listed | adviserinfo.sec.gov |
| Pharos Capital Group, LLC | Brentwood | $629.6 million | 6 | adviserinfo.sec.gov |
| Caldwell Advisors, LLC | Brentwood | $351.4 million | Not listed | adviserinfo.sec.gov |
| Luken Investment Analytics, LLC | Brentwood | $292.2 million | Not listed | adviserinfo.sec.gov |
| Cove Capital Management Inc. | Brentwood | $247.5 million | Not listed | adviserinfo.sec.gov |
| Keystone Financial Resources, LLC | Brentwood | $178.5 million | Not listed | adviserinfo.sec.gov |
| Diversified Partners, Inc. | Brentwood | $155.1 million | 3 | adviserinfo.sec.gov |
| J. Mark Nickell & Co. | Brentwood | $146.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Brentwood, TN
- Investment advisers in Tennessee
- Advisers with $100 million to $500 million in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving individuals
- Erisa Advisers, Inc. on the SEC's adviser search
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.