RIA Intelligence

ERISA ADVISERS, INC.

CRD #170487 SEC #801-130090 BRENTWOOD, TN (855) 255-2391
SEC Registered
Total AUM
$202.6M
Discretionary
$202.6M
Employees
1
Clients
--
Accounts
136

Firm Details

Organization Type
Corporation
State of Formation
Tennessee
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 29, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
PHILLIPS, RICHARD, SCOTTIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
PHILLIPS, RICHARD, SCOTTIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
PHILLIPS, RICHARD, SCOTTIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
PHILLIPS, RICHARD, SCOTTIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
PHILLIPS, RICHARD, SCOTTIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
ERISA CORPORATIONDESHAREHOLDERE Control
ERISA CORPORATIONDESHAREHOLDERE Control
ERISA CORPORATIONDESHAREHOLDERE Control
ERISA CORPORATIONDESHAREHOLDERE Control
ERISA CORPORATIONDESHAREHOLDERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
PHILLIPS, RICHARD, SCOTTIERISA CORPORATIONE Control
PHILLIPS, RICHARD, SCOTTIERISA CORPORATIONE Control

Registrations

Federal

IA
Mar 29, 2025 REGISTERED

Notice Filings (6)

CA FL GA MO TN TX

Address

215 CENTERVIEW DR
SUITE 110
BRENTWOOD, TN 37027
United States
Phone: (855) 255-2391