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LEE DANNER & BASS INC
CRD 111002File 801-30924
APPROVED
Retail clients
Custody
Filing as of Jul 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.98B
Top 25% of cohort (national)
Discretionary AUM
$1.98B
Clients
1,020
1,020 accounts
Employees
11
Top 25% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Nov 27, 1987
- Principal office
- 3100 WEST END AVENUE, SUITE 1250, NASHVILLE, TN, 37203
- Phone
- 615-244-7775
- Website
- HTTP://WWW.LEEDANNERBASS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.98B
- Discretionary AUM
- $1.98B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,020
- Non-discretionary accounts
- 0
- Total accounts
- 1,020
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $40.4M |
| Charitable organizations | 49 | $201.9M |
| High net worth individuals | 959 | $1.73B |
| Pension and profit sharing plans | Fewer than 5 | $5.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.