← Directory
&PARTNERS
CRD 3767File 801-37145
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$30.27B
Top 10% of cohort (national)
Discretionary AUM
$29.28B
Non-discretionary $993.4M
Clients
56,507
62,194 accounts
Employees
703
Top 10% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Oct 25, 1990
- Principal office
- 40 BURTON HILLS BLVD, SUITE 350, NASHVILLE, TN, 37215
- Phone
- 615-255-6431
- Website
- https://WWW.ANDPARTNERS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $30.27B
- Discretionary AUM
- $29.28B
- Non-discretionary AUM
- $993.4M
- Discretionary accounts
- 61,660
- Non-discretionary accounts
- 534
- Total accounts
- 62,194
- AUM per client
- $536K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 735 | $2.27B |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | 22 | $12.4M |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 11,803 | $11.41B |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | 1,887 | $862.1M |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 42,060 | $9.33B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Commissions
- Hourly charges
- Other (described) — TRANS FEE, SERVICE CHARGES; 12B-1; MMKT TRLS; BDSP; PROMO, LEND
- Subscription fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- 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
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C3
- Q11C4
- Q11C5
- Q11D1
- Q11D2
- Q11D3
- Q11D4
- Q11D5
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 62194 | 56507 |
| 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.