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TRANQUILITY PARTNERS, LLC
CRD 283478File 801-113232
APPROVED
Retail clients
Filing as of Aug 3, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.