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LEE DANNER & BASS INC
CRD 111002File 801-30924
APPROVED
Retail clients
Custody
Filing as of Jul 1, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 12 | 11 | decreased by1 |
| Apr 1, 2026 | Clients | 1,010 | 1,020 | increased by10 |
| Apr 1, 2026 | AUM | $1,758,980,045 | $1,975,488,723 | increased by$216,508,678 |
| Apr 1, 2026 | Accounts | 1,010 | 1,020 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 893 | 1,010 | increased by117 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,475,356,161 | $1,758,980,045 | increased by$283,623,884 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 893 | 1,010 | increased by117 |
| Apr 1, 2022 | Clients | 872 | 893 | increased by21 |
| Apr 1, 2022 | AUM | $1,241,461,912 | $1,475,356,161 | increased by$233,894,249 |
| Apr 1, 2022 | Accounts | 872 | 893 | increased by21 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LEE DANNER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LEE DANNER” may also match similarly-named firms). Confirm identity against each filing.
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.