Our firm: Nashville-based RIA with roots going back to Davidson Partners, the asset management arm of JC Bradford. Following Bradford's acquisition, the management group left and started an independent RIA. Currently we have $1B in AUM, 100% fee-based. Our clients include HNW, UHNW, institutions, non-profits, retirement plans and a small 401k business. We build customized portfolios (stocks, ETFs, bonds, alts, MFs) to meet each client's needs while keeping costs and taxes low. We are deeply involved in the client’s financial life and help to guide them through all things necessary to be financially healthy.

*Target client size = $1-25 million.

*Average client = roughly $2.5 million

What exactly are we looking for? A like-minded individual or group to join our firm. We are a team-based firm that truly operates with a client-first mentality. We seek to hire top talent as we continue to deepen our bench.

*A firm/individual with an existing book of business looking to join a local, dynamic and growing team if professionals.
*100% fee-based business.
*Team-oriented people with similar philosophical views about wealth management.
*A client-first mentality
*Well-credentialed (CFA, CPA, CFP, CIAA, JD, MBA) for investment oriented roles.
*Entrepreneurial advisor who appreciates the value in building an enterprise.


Calling all Retiring Brokers or RIAs:
*Contact us to explore selling your "book of business" upon retirement. We believe we are an attractive option for both the broker/advisor and the client.
*After getting to know us you will be comfortable turning your clients over to our firm and should expect low turnover due to our excellent client service.
*We would transition the relationships over predetermined period-of-time, during and after which we would agree to pay a trail based on the business that remained at the firm. Structure negotiable.

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