CALDWELL ADVISORS, LLC

5210 Maryland Way
Ste 202
Brentwood, Tennessee 37027
Tel: 615-370-8988

About CALDWELL ADVISORS, LLC

CALDWELL ADVISORS, LLC, formally registered with the SEC as CALDWELL ADVISORS, LLC. The firm was established in 11/18/2015. They have over 4 offices throughout the country.

CALDWELL ADVISORS, LLC is a Brentwood, Tennessee based Financial Planning firm with nearly $322,739,217 assets under management, offering retirement planning & investment advisory services to 1032 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144408
SEC#	801-106730
Assets Managed by Firm	$322,739,217
No. of Clients	1032
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1032	$322,739,217
Individuals (other than high net worth individuals)	542	$113,130,424
High net worth individuals	155	$197,098,772
Pension and profit sharing plans	7	$9,481,246
Charitable organizations	Fewer than 5 clients	$215,418
Corporations or other businesses	Fewer than 5 clients	$2,813,357

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