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TRANQUILITY PARTNERS, LLC
CRD 283478File 801-113232
APPROVED
Retail clients
Filing as of Aug 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$960.0M
Above cohort median (national)
Discretionary AUM
$927.3M
Non-discretionary $32.8M
Clients
259
958 accounts
Employees
7
Above cohort median in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 14, 2018
- Principal office
- 5214 MARYLAND WAY, SUITE 405, BRENTWOOD, TN, 37027
- Phone
- 615-432-5370
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $960.0M
- Discretionary AUM
- $927.3M
- Non-discretionary AUM
- $32.8M
- Discretionary accounts
- 917
- Non-discretionary accounts
- 41
- Total accounts
- 958
- AUM per client
- $3.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $16.9M |
| Charitable organizations | Fewer than 5 | $661K |
| High net worth individuals | 103 | $866.0M |
| Pension and profit sharing plans | Fewer than 5 | $1.2M |
| Individuals (other than high net worth individuals) | 151 | $75.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 |
|---|---|---|---|---|
| Aug 12, 2026 | Clients | 248 | 259 | increased by11 |
| Aug 12, 2026 | AUM | $896,987,323 | $960,046,500 | increased by$63,059,177 |
| Aug 12, 2026 | Accounts | 950 | 958 | increased by8 |
| Feb 1, 2026 | Clients | 244 | 248 | increased by4 |
| Feb 1, 2026 | AUM | $847,092,744 | $896,987,323 | increased by$49,894,579 |
| Jan 1, 2026 | Clients | 238 | 244 | increased by6 |
| Jan 1, 2026 | AUM | $685,425,804 | $847,092,744 | increased by$161,666,940 |
| Jan 1, 2026 | Accounts | 859 | 950 | increased by91 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 148 | 238 | increased by90 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $458,199,712 | $685,425,804 | increased by$227,226,092 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 588 | 859 | increased by271 |
| May 1, 2022 | Employees | 6 | 7 | increased by1 |
| Mar 1, 2022 | Clients | 134 | 148 | increased by14 |
| Mar 1, 2022 | AUM | $453,305,764 | $458,199,712 | increased by$4,893,948 |
| Mar 1, 2022 | Accounts | 493 | 588 | increased by95 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TRANQUILITY PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRANQUILITY PARTNERS” 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.