&PARTNERS
CRD #3767 SEC #801-37145 NASHVILLE, TN 615-255-6431
SEC Registered Broker-Dealer Disclosures
Total AUM
$14.1B
Discretionary
$14B
Employees
475
Clients
0
Accounts
32,200
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $14.1B | $14B | $154.3M | 475 | 35 |
| Sep 2025 | $14.1B | $14B | $154.3M | 475 | 35 |
| Jun 2025 | $14.1B | $14B | $154.3M | 475 | 35 |
| Apr 2025 | $14.1B | $14B | $154.3M | 475 | 35 |
| Mar 2025 | $14.1B | $14B | $154.3M | 475 | 35 |
| Mar 2025 | $14.1B | $14B | $154.3M | 475 | 35 |
| Feb 2025 | $1.2B | $1.1B | $98.9M | 327 | 254 |
| Dec 2024 | $1.2B | $1.1B | $98.9M | 327 | 254 |
| Oct 2024 | $1.2B | $1.1B | $98.9M | 327 | 254 |
| Aug 2024 | $1.2B | $1.1B | $98.9M | 327 | 254 |
| Jul 2024 | $1.2B | $1.1B | $98.9M | 327 | 254 |
| May 2024 | $1.2B | $1.1B | $98.9M | 183 | 254 |
| Mar 2024 | $1.2B | $1.1B | $98.9M | 183 | 254 |
| Feb 2024 | $663.8M | $584.5M | $79.4M | 108 | 43 |
| Nov 2023 | $663.8M | $584.5M | $79.4M | 50 | 43 |
| Oct 2023 | $663.8M | $584.5M | $79.4M | 50 | 43 |
| Sep 2023 | $663.8M | $584.5M | $79.4M | 50 | 43 |
| Sep 2023 | $663.8M | $584.5M | $79.4M | 50 | 43 |
| Aug 2023 | $663.8M | $584.5M | $79.4M | 50 | 43 |
| Aug 2023 | $663.8M | $584.5M | $79.4M | 50 | 43 |
| May 2023 | $663.8M | $584.5M | $79.4M | 50 | 43 |
| Mar 2023 | $663.8M | $584.5M | $79.4M | 50 | 43 |
| Jan 2023 | $690M | $590.4M | $99.6M | 52 | 38 |
| Nov 2022 | $690M | $590.4M | $99.6M | 52 | 38 |
| Oct 2022 | $690M | $590.4M | $99.6M | 52 | 38 |
| Sep 2022 | $690M | $590.4M | $99.6M | 52 | 38 |
| Aug 2022 | $690M | $590.4M | $99.6M | 52 | 38 |
| Mar 2022 | $690M | $590.4M | $99.6M | 52 | 38 |
| Dec 2021 | $482.2M | $397M | $85.2M | 55 | 35 |
| Nov 2021 | $482.2M | $397M | $85.2M | 55 | 35 |
| Aug 2021 | $482.2M | $397M | $85.2M | 55 | 35 |
| Mar 2021 | $482.2M | $397M | $85.2M | 55 | 35 |
| Nov 2020 | $376.4M | $267M | $109.3M | 59 | 34 |
| Oct 2020 | $376.4M | $267M | $109.3M | 59 | 34 |
| Sep 2020 | $376.4M | $267M | $109.3M | 59 | 34 |
| Jun 2020 | $376.4M | $267M | $109.3M | 59 | 34 |
| Jun 2020 | $376.4M | $267M | $109.3M | 59 | 34 |
| Jun 2020 | $376.4M | $267M | $109.3M | 59 | 34 |
| Apr 2020 | $376.4M | $267M | $109.3M | 59 | 34 |
| Mar 2020 | $376.4M | $267M | $109.3M | 59 | 34 |
| Mar 2020 | $376.4M | $267M | $109.3M | 59 | 34 |
| Jan 2020 | $195.2M | $129M | $66.2M | 55 | 40 |
| Dec 2019 | $195.2M | $129M | $66.2M | 55 | 40 |
| Oct 2019 | $195.2M | $129M | $66.2M | 55 | 40 |
| Jun 2019 | $195.2M | $129M | $66.2M | 55 | 40 |
| May 2019 | $195.2M | $129M | $66.2M | 55 | 40 |
| May 2019 | $195.2M | $129M | $66.2M | 55 | 40 |
| Mar 2019 | $195.2M | $129M | $66.2M | 55 | 40 |
| May 2018 | $209.8M | $144.9M | $65M | 59 | 74 |
| Apr 2018 | $209.8M | $144.9M | $65M | 59 | 74 |
| Apr 2018 | $209.8M | $144.9M | $65M | 59 | 74 |
| Mar 2018 | $198.6M | $130.1M | $68.4M | 59 | 74 |
| Mar 2018 | $198.6M | $130.1M | $68.4M | 59 | 74 |
| Dec 2017 | $237.6M | $113.3M | $124.3M | 65 | 281 |
| Sep 2017 | $237.6M | $113.3M | $124.3M | 65 | 200 |
| Jul 2017 | $237.6M | $113.3M | $124.3M | 65 | 200 |
| May 2017 | $237.6M | $113.3M | $124.3M | 65 | 200 |
| Mar 2017 | $237.6M | $113.3M | $124.3M | 65 | 200 |
| Feb 2017 | $123.5M | $106.9M | $16.6M | 65 | 200 |
| Sep 2016 | $123.5M | $106.9M | $16.6M | 65 | 200 |
| May 2016 | $123.5M | $106.9M | $16.6M | 65 | 200 |
| Mar 2016 | $123.5M | $106.9M | $16.6M | 65 | 200 |
| Jan 2016 | $206.2M | $94.6M | $111.6M | 59 | 200 |
| Mar 2015 | $206.2M | $94.6M | $111.6M | 59 | 200 |
| Mar 2014 | $304.5M | $129.7M | $174.8M | 62 | 400 |
| Mar 2013 | $275.2M | $104.3M | $170.9M | 68 | 300 |
| Mar 2012 | $255.1M | $84.6M | $170.5M | 51 | 300 |
| Dec 2011 | $243.8M | $94.2M | $149.6M | 51 | 251 |
| Dec 2011 | $243.8M | $94.2M | $149.6M | 51 | 251 |
| Mar 2011 | $243.8M | $94.2M | $149.6M | 51 | -- |
| Dec 2010 | $214.2M | $95.7M | $118.5M | 51 | -- |
| Nov 2010 | $214.2M | $95.7M | $118.5M | 51 | -- |
| Aug 2010 | $214.2M | $95.7M | $118.5M | 51 | -- |
| Feb 2010 | $178.2M | $69.1M | $109.2M | 51 | -- |
| Mar 2009 | $178.2M | $69.1M | $109.2M | 51 | -- |
| Mar 2009 | $223.2M | $100.8M | $122.4M | 51 | -- |
| Aug 2007 | $246M | $246M | $0 | 51 | -- |
| Mar 2007 | $103.8M | $103.8M | $0 | 51 | -- |
| Nov 2006 | $103.8M | $103.8M | $0 | 51 | -- |
| Nov 2006 | $103.8M | $103.8M | $0 | 51 | -- |
| Feb 2006 | $80.2M | $80.2M | $0 | 51 | -- |
| Jul 2004 | $60.2M | $60.2M | $0 | 51 | -- |
| Jul 2004 | $41.7M | $41.7M | $0 | 51 | -- |
| Dec 2003 | $41.7M | $41.7M | $0 | 51 | -- |
| Jul 2001 | $41.3M | $41.3M | $0 | 51 | -- |
DateDec 2025
Total AUM$14.1B
Discretionary$14B
Non-Disc.$154.3M
Employees475
Clients35
DateSep 2025
Total AUM$14.1B
Discretionary$14B
Non-Disc.$154.3M
Employees475
Clients35
DateJun 2025
Total AUM$14.1B
Discretionary$14B
Non-Disc.$154.3M
Employees475
Clients35
DateApr 2025
Total AUM$14.1B
Discretionary$14B
Non-Disc.$154.3M
Employees475
Clients35
DateMar 2025
Total AUM$14.1B
Discretionary$14B
Non-Disc.$154.3M
Employees475
Clients35
DateMar 2025
Total AUM$14.1B
Discretionary$14B
Non-Disc.$154.3M
Employees475
Clients35
DateFeb 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$98.9M
Employees327
Clients254
DateDec 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$98.9M
Employees327
Clients254
DateOct 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$98.9M
Employees327
Clients254
DateAug 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$98.9M
Employees327
Clients254
DateJul 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$98.9M
Employees327
Clients254
DateMay 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$98.9M
Employees183
Clients254
DateMar 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$98.9M
Employees183
Clients254
DateFeb 2024
Total AUM$663.8M
Discretionary$584.5M
Non-Disc.$79.4M
Employees108
Clients43
DateNov 2023
Total AUM$663.8M
Discretionary$584.5M
Non-Disc.$79.4M
Employees50
Clients43
DateOct 2023
Total AUM$663.8M
Discretionary$584.5M
Non-Disc.$79.4M
Employees50
Clients43
DateSep 2023
Total AUM$663.8M
Discretionary$584.5M
Non-Disc.$79.4M
Employees50
Clients43
DateSep 2023
Total AUM$663.8M
Discretionary$584.5M
Non-Disc.$79.4M
Employees50
Clients43
DateAug 2023
Total AUM$663.8M
Discretionary$584.5M
Non-Disc.$79.4M
Employees50
Clients43
DateAug 2023
Total AUM$663.8M
Discretionary$584.5M
Non-Disc.$79.4M
Employees50
Clients43
DateMay 2023
Total AUM$663.8M
Discretionary$584.5M
Non-Disc.$79.4M
Employees50
Clients43
DateMar 2023
Total AUM$663.8M
Discretionary$584.5M
Non-Disc.$79.4M
Employees50
Clients43
DateJan 2023
Total AUM$690M
Discretionary$590.4M
Non-Disc.$99.6M
Employees52
Clients38
DateNov 2022
Total AUM$690M
Discretionary$590.4M
Non-Disc.$99.6M
Employees52
Clients38
DateOct 2022
Total AUM$690M
Discretionary$590.4M
Non-Disc.$99.6M
Employees52
Clients38
DateSep 2022
Total AUM$690M
Discretionary$590.4M
Non-Disc.$99.6M
Employees52
Clients38
DateAug 2022
Total AUM$690M
Discretionary$590.4M
Non-Disc.$99.6M
Employees52
Clients38
DateMar 2022
Total AUM$690M
Discretionary$590.4M
Non-Disc.$99.6M
Employees52
Clients38
DateDec 2021
Total AUM$482.2M
Discretionary$397M
Non-Disc.$85.2M
Employees55
Clients35
DateNov 2021
Total AUM$482.2M
Discretionary$397M
Non-Disc.$85.2M
Employees55
Clients35
DateAug 2021
Total AUM$482.2M
Discretionary$397M
Non-Disc.$85.2M
Employees55
Clients35
DateMar 2021
Total AUM$482.2M
Discretionary$397M
Non-Disc.$85.2M
Employees55
Clients35
DateNov 2020
Total AUM$376.4M
Discretionary$267M
Non-Disc.$109.3M
Employees59
Clients34
DateOct 2020
Total AUM$376.4M
Discretionary$267M
Non-Disc.$109.3M
Employees59
Clients34
DateSep 2020
Total AUM$376.4M
Discretionary$267M
Non-Disc.$109.3M
Employees59
Clients34
DateJun 2020
Total AUM$376.4M
Discretionary$267M
Non-Disc.$109.3M
Employees59
Clients34
DateJun 2020
Total AUM$376.4M
Discretionary$267M
Non-Disc.$109.3M
Employees59
Clients34
DateJun 2020
Total AUM$376.4M
Discretionary$267M
Non-Disc.$109.3M
Employees59
Clients34
DateApr 2020
Total AUM$376.4M
Discretionary$267M
Non-Disc.$109.3M
Employees59
Clients34
DateMar 2020
Total AUM$376.4M
Discretionary$267M
Non-Disc.$109.3M
Employees59
Clients34
DateMar 2020
Total AUM$376.4M
Discretionary$267M
Non-Disc.$109.3M
Employees59
Clients34
DateJan 2020
Total AUM$195.2M
Discretionary$129M
Non-Disc.$66.2M
Employees55
Clients40
DateDec 2019
Total AUM$195.2M
Discretionary$129M
Non-Disc.$66.2M
Employees55
Clients40
DateOct 2019
Total AUM$195.2M
Discretionary$129M
Non-Disc.$66.2M
Employees55
Clients40
DateJun 2019
Total AUM$195.2M
Discretionary$129M
Non-Disc.$66.2M
Employees55
Clients40
DateMay 2019
Total AUM$195.2M
Discretionary$129M
Non-Disc.$66.2M
Employees55
Clients40
DateMay 2019
Total AUM$195.2M
Discretionary$129M
Non-Disc.$66.2M
Employees55
Clients40
DateMar 2019
Total AUM$195.2M
Discretionary$129M
Non-Disc.$66.2M
Employees55
Clients40
DateMay 2018
Total AUM$209.8M
Discretionary$144.9M
Non-Disc.$65M
Employees59
Clients74
DateApr 2018
Total AUM$209.8M
Discretionary$144.9M
Non-Disc.$65M
Employees59
Clients74
DateApr 2018
Total AUM$209.8M
Discretionary$144.9M
Non-Disc.$65M
Employees59
Clients74
DateMar 2018
Total AUM$198.6M
Discretionary$130.1M
Non-Disc.$68.4M
Employees59
Clients74
DateMar 2018
Total AUM$198.6M
Discretionary$130.1M
Non-Disc.$68.4M
Employees59
Clients74
DateDec 2017
Total AUM$237.6M
Discretionary$113.3M
Non-Disc.$124.3M
Employees65
Clients281
DateSep 2017
Total AUM$237.6M
Discretionary$113.3M
Non-Disc.$124.3M
Employees65
Clients200
DateJul 2017
Total AUM$237.6M
Discretionary$113.3M
Non-Disc.$124.3M
Employees65
Clients200
DateMay 2017
Total AUM$237.6M
Discretionary$113.3M
Non-Disc.$124.3M
Employees65
Clients200
DateMar 2017
Total AUM$237.6M
Discretionary$113.3M
Non-Disc.$124.3M
Employees65
Clients200
DateFeb 2017
Total AUM$123.5M
Discretionary$106.9M
Non-Disc.$16.6M
Employees65
Clients200
DateSep 2016
Total AUM$123.5M
Discretionary$106.9M
Non-Disc.$16.6M
Employees65
Clients200
DateMay 2016
Total AUM$123.5M
Discretionary$106.9M
Non-Disc.$16.6M
Employees65
Clients200
DateMar 2016
Total AUM$123.5M
Discretionary$106.9M
Non-Disc.$16.6M
Employees65
Clients200
DateJan 2016
Total AUM$206.2M
Discretionary$94.6M
Non-Disc.$111.6M
Employees59
Clients200
DateMar 2015
Total AUM$206.2M
Discretionary$94.6M
Non-Disc.$111.6M
Employees59
Clients200
DateMar 2014
Total AUM$304.5M
Discretionary$129.7M
Non-Disc.$174.8M
Employees62
Clients400
DateMar 2013
Total AUM$275.2M
Discretionary$104.3M
Non-Disc.$170.9M
Employees68
Clients300
DateMar 2012
Total AUM$255.1M
Discretionary$84.6M
Non-Disc.$170.5M
Employees51
Clients300
DateDec 2011
Total AUM$243.8M
Discretionary$94.2M
Non-Disc.$149.6M
Employees51
Clients251
DateDec 2011
Total AUM$243.8M
Discretionary$94.2M
Non-Disc.$149.6M
Employees51
Clients251
DateMar 2011
Total AUM$243.8M
Discretionary$94.2M
Non-Disc.$149.6M
Employees51
Clients--
DateDec 2010
Total AUM$214.2M
Discretionary$95.7M
Non-Disc.$118.5M
Employees51
Clients--
DateNov 2010
Total AUM$214.2M
Discretionary$95.7M
Non-Disc.$118.5M
Employees51
Clients--
DateAug 2010
Total AUM$214.2M
Discretionary$95.7M
Non-Disc.$118.5M
Employees51
Clients--
DateFeb 2010
Total AUM$178.2M
Discretionary$69.1M
Non-Disc.$109.2M
Employees51
Clients--
DateMar 2009
Total AUM$178.2M
Discretionary$69.1M
Non-Disc.$109.2M
Employees51
Clients--
DateMar 2009
Total AUM$223.2M
Discretionary$100.8M
Non-Disc.$122.4M
Employees51
Clients--
DateAug 2007
Total AUM$246M
Discretionary$246M
Non-Disc.$0
Employees51
Clients--
DateMar 2007
Total AUM$103.8M
Discretionary$103.8M
Non-Disc.$0
Employees51
Clients--
DateNov 2006
Total AUM$103.8M
Discretionary$103.8M
Non-Disc.$0
Employees51
Clients--
DateNov 2006
Total AUM$103.8M
Discretionary$103.8M
Non-Disc.$0
Employees51
Clients--
DateFeb 2006
Total AUM$80.2M
Discretionary$80.2M
Non-Disc.$0
Employees51
Clients--
DateJul 2004
Total AUM$60.2M
Discretionary$60.2M
Non-Disc.$0
Employees51
Clients--
DateJul 2004
Total AUM$41.7M
Discretionary$41.7M
Non-Disc.$0
Employees51
Clients--
DateDec 2003
Total AUM$41.7M
Discretionary$41.7M
Non-Disc.$0
Employees51
Clients--
DateJul 2001
Total AUM$41.3M
Discretionary$41.3M
Non-Disc.$0
Employees51
Clients--