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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 $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 StatusApproved
Firm CRD#144408
SEC#801-106730
Assets Managed by Firm$322,739,217
No. of Clients1032
No. of Advisors8

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 ClientsAUM
Firm Total1032$322,739,217
Individuals (other than high net worth individuals)542$113,130,424
High net worth individuals155$197,098,772
Pension and profit sharing plans7$9,481,246
Charitable organizationsFewer than 5 clients$215,418
Corporations or other businessesFewer than 5 clients$2,813,357

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