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CALDWELL ADVISORS, LLC

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

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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 $279,123,478 assets under management, offering retirement planning & investment advisory services to 991 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#144408
SEC# 801-106730
Assets Managed by Firm $279,123,478
No. of Clients 991
No. of Advisors 9

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total991$279,123,478
Individuals (other than high net worth individuals)581$112,756,904
High net worth individuals133$152,977,119
Pension and profit sharing plans7$10,349,920
Charitable organizations2$245,712
Corporations or other businesses2$2,793,823
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NEPHILA ADVISORS LLC
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FIRST HORIZON ADVISORS, INC
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ARCLINE INVESTMENT MANAGEMENT LP
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GERBER/TAYLOR MANAGEMENT LLC
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$9,208,094,17122041

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