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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