CAPITALSPRING

3100 West End Avenue
Suite 940
Nashville, Tennessee 37203
Tel: 212-981-0140

About CAPITALSPRING

CAPITALSPRING, formally registered with the SEC as CAPITALSPRING. The firm was established in 03/30/2012. They have over 5 offices throughout the country.

CAPITALSPRING is a Nashville, Tennessee based Financial Planning firm with nearly $2,223,457,347 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 28 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	161372
SEC#	801-74234
Assets Managed by Firm	$2,223,457,347
No. of Clients	17
No. of Advisors	28

Fee Structure

A Percentage of AUM
Performance Based

Advisory Services Provided

Portfolio Management for pooled Investment
Portfolio Management for Business

Firm Client Information

	No. of Clients	AUM
Firm Total	17	$2,223,457,347
Charitable organizations	2	$32,546,687

Inquire with CAPITALSPRING

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ALLIANCEBERNSTEIN L.P. 501 Commerce Street Nashville, TN, 37203	$582,388,000,000	58634	4134
NEPHILA ADVISORS LLC 3811 Bedford Avenue, Suite 101 Nashville, TN, 37215	$18,829,944,477	44	39
FIRST HORIZON ADVISORS, INC 4990 Poplar Avenue, 3rd Floor Memphis, TN, 38117	$11,300,952,063	9360	224
ARCLINE INVESTMENT MANAGEMENT LP 3803 Bedford Avenue, Suite No. 106 Nashville, TN, 37215-2564	$10,041,415,942	9	46
GERBER/TAYLOR MANAGEMENT LLC 40 South Main Street, Suite 1900 Memphis, TN, 38103	$9,208,094,171	220	41

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