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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 $2,524,505,483 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 33 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 161372 |
| SEC# | 801-74234 |
| Assets Managed by Firm | $2,524,505,483 |
| No. of Clients | 17 |
| No. of Advisors | 33 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 17 | $2,524,505,483 |
| Charitable organizations | 1 | $37,498,732 |
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