Sentry, LLC is a highly regarded investment advisory firm headquartered in Memphis, TN, and boasts a strong presence in the financial industry. With a single office, the firm is comprised of a team of three dedicated professionals, two of whom specialize in providing expert investment advisory services. Their collective expertise and commitment have led to exceptional results for their clientele. With an impressive average of $905,510,000 in assets under management per investment advisor, Sentry, LLC surpasses industry standards. Their compensation structure is diverse, encompassing various types such as a percentage of assets under management, fixed fees, and performance-based fees. Notably, 48% of the assets they manage are discretionary, indicative of the trust and autonomy clients place in their capabilities. The firm predominantly manages assets for high net worth individuals, catering to their distinct financial goals and needs. With a robust client base, Sentry, LLC currently oversees the management of over $1,811,012,000 in assets for more than 20 individual clients. This remarkable figure underscores their success in attracting and retaining high-profile clientele. Among the esteemed registered advisors at Sentry, LLC, Joseph Morrison and Andrew Hursey have stood the test of time, contributing their extensive experience and expertise to the firm's stellar reputation. Their enduring presence ensures continuity and stability within the organization, further enhancing client confidence. Overall, Sentry, LLC has solidified its position as a trusted and accomplished investment advisory firm, excelling in asset management, client satisfaction, and wealth preservation. Their unwavering commitment to delivering exceptional results sets them apart within the financial services industry.

TCM is a small investment advisory firm headquartered in Germantown, TN, boasting a single office to serve its clientele. With a total of four dedicated professionals, two of whom specialize in providing investment advisory services, TCM offers expertise and guidance to its clients. On average, each investment advisor oversees approximately $51,250,000 in assets under management, reflecting industry-standard figures. The firm's compensation structure is diverse, encompassing various approaches such as a percentage of assets under management, hourly charges, and fixed fees. While less than 30% of their assets under management are allocated to 401K and individual accounts, TCM possesses the capability to manage employer funds, broadening their reach in the market. Notably, 99% of the assets they handle are discretionary, highlighting their expertise and trust placed by clients in their decision-making abilities. TCM caters predominantly to high-net-worth individuals, managing a substantial portion of their assets. With an impressive roster of over 320 individual clients, the firm currently oversees more than $102,506,000 in assets under management. The company takes pride in the extensive experience of its registered advisors, with Carroll Davenport and Morris Nutt being among the firm's longest-tenured professionals. Their seasoned expertise further bolsters TCM's reputation as a reliable and knowledgeable investment advisory firm.

Silverleafe Capital Partners, LLC is a small investment advisory firm based out of Memphis, TN. With one office location, they provide comprehensive investment advisory services to their clients. The firm boasts a total of five dedicated employees, four of whom specialize in offering investment advisory services. On average, each investment advisor at Silverleafe Capital Partners manages approximately $77,790,000 in assets under management, which aligns with the industry average. Their compensation structure is diverse, comprising various types such as a percentage of assets under management, fixed fees, and performance-based fees. While less than 30% of their assets under management are represented by 401K and individual accounts, Silverleafe Capital Partners does possess the capability to manage employer funds. An impressive 89% of the assets they oversee are discretionary, showcasing the trust and confidence placed in their expertise. The firm primarily serves high net worth individuals, with over 100 individual clients entrusting them with a substantial sum of over $311,174,000 in assets under management. Silverleafe Capital Partners takes pride in its experienced team, including seasoned advisors such as Bo Rhea, James Cousins, and John Russell, who have been with the firm for an extended period. Silverleafe Capital Partners, LLC combines their knowledge, experience, and commitment to provide personalized investment advisory services to their clients, ensuring that their financial goals and objectives are met efficiently and effectively.

William Howard & Co. Financial Advisors, Inc. is a reputable investment advisory firm based in Memphis, TN. With its headquarters located in the heart of the city, the company serves a diverse range of clients with comprehensive financial services. As a small firm, they boast a close-knit team of seven dedicated professionals, with four of them specializing in investment advisory services. With an average of approximately $55,490,000 in assets under management per investment advisor, William Howard & Co. Financial Advisors, Inc. is on par with the industry average. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. While employer funds constitute a significant portion of their assets under management, 401K and individual accounts represent less than 30% of their total. A remarkable 95% of the assets they manage are under their discretionary control, ensuring a hands-on and proactive approach to investment management. Catering primarily to high-net-worth individuals, William Howard & Co. Financial Advisors, Inc. boasts a substantial client base of over 100 individuals, with a combined total of $221,972,000 in assets under management. The firm takes pride in the long tenure of some of its advisors, including Heather Coulter, Brian Barthol, and the eponymous founder, William Howard. Through their expertise, personalized services, and commitment to client satisfaction, William Howard & Co. Financial Advisors, Inc. has earned a strong reputation in the industry, positioning itself as a trusted partner for individuals seeking reliable financial guidance.

Green Square Capital Advisors, LLC is a local investment advisory firm based out of Memphis, TN, providing comprehensive financial services to a diverse range of clients. With a team of 11 dedicated professionals, including 8 experienced investment advisors, they offer personalized investment strategies tailored to each client's unique goals and risk tolerance. As of their most recent report, Green Square Capital Advisors manages a total of $1,227,657,000 in assets under management for over 20 individual clients. With an average of $107,890,000 in assets per investment advisor, their performance falls within the industry average. The firm primarily serves high net worth individuals, catering to their specific needs and objectives. A noteworthy aspect of Green Square Capital Advisors' investment approach is the discretionary management of 84% of the assets they oversee. This discretionary authority allows their skilled advisors to make informed investment decisions on behalf of their clients, ensuring timely responses to market trends and changes. Green Square Capital Advisors offers a flexible compensation structure, including a percentage of assets under management and fixed fees, aligning their interests with their clients' success. The firm has two offices, providing convenience and accessibility to their clients in the Memphis area. With a reputation for excellence and a commitment to integrity, Green Square Capital Advisors has established long-standing relationships with their clients. Steven Sansom, Matthew Saenger, and Jonathan Martin are among the firm's experienced and tenured advisors, contributing their expertise and deep understanding of the industry to deliver top-quality financial guidance.

Cardinal Wealth Advisory, LLC is a highly regarded investment advisory firm based out of Memphis, TN. With a dedicated team of three employees, including two experienced investment advisors, they specialize in providing comprehensive wealth management services. Backed by their extensive expertise, the firm consistently manages an impressive average of approximately $39,530,000 in assets under management per investment advisor. Cardinal Wealth Advisory, LLC caters to a diverse clientele, boasting over 40 individual clients and expertly managing assets valued at over $125,389,000. Their primary focus lies in serving high-net-worth individuals, demonstrating their proficiency in handling substantial portfolios and complex financial needs. With a compensation structure designed to align their interests with their clients, Cardinal Wealth Advisory, LLC offers various options such as a percentage of assets under management and performance-based fees. This approach ensures that their success is directly tied to the success of their clients' investments. Moreover, Cardinal Wealth Advisory, LLC extends their services beyond investment advisory, acting as a reliable insurance broker or agent. This additional offering demonstrates their commitment to providing holistic financial solutions that protect and grow their clients' wealth. Led by seasoned professionals, Daniel Keel III and Wilson Barton, who are among the firm's longest-tenured registered advisors, Cardinal Wealth Advisory, LLC has established a strong reputation for delivering personalized and trustworthy guidance. With their main office located in Memphis, TN, the firm is well-positioned to serve clients locally and nationwide, consistently demonstrating their dedication to excellence in wealth management.

Dorian Eason Asset Management, LLC, based out of Memphis, TN, is a small yet highly esteemed investment advisory firm. With a team of three dedicated professionals, they specialize in providing top-notch investment advisory services. The firm's exceptional performance is evident in their impressive average of approximately $131,370,000 in assets under management per investment advisor, surpassing the industry average. Dorian Eason Asset Management, LLC prides itself on its commitment to personalized financial solutions. They serve a diverse client base of over 110 individuals, effectively managing assets totaling over $366,181,000. Remarkably, 98% of the assets they oversee are discretionary, showcasing their clients' trust in their expertise. The firm's compensation structure is designed to align their interests with their clients'. It includes various types of fees, such as a percentage of assets under management. This ensures that the firm's success is directly tied to the performance and growth of their clients' portfolios. Established in Memphis, TN, Dorian Eason Asset Management, LLC operates from a single office. With a focus on fostering long-term relationships, the firm boasts experienced registered advisors. Notably, Paul Dorian and Robert Eason stand as two of the most tenured advisors within the company, contributing to its exceptional reputation and success. Dorian Eason Asset Management, LLC is an industry leader, known for its exceptional investment advisory services, impressive assets under management, and commitment to client satisfaction.

FCG Investment Company is a renowned local investment advisory firm based in Germantown, TN. With a strong presence in the industry, they have established themselves as a trusted partner for over 100 individual clients. Currently, FCG manages an impressive $442,027,000 in assets, showcasing their expertise and ability to navigate the complex financial landscape. While FCG primarily focuses on managing discretionary assets, they also possess the necessary capability to handle employer funds, ensuring a comprehensive approach to investment management. This versatility allows them to cater to a diverse range of clients and meet their specific needs. With a team of 11 dedicated employees, FCG Investment Company delivers exceptional investment advisory services. Each advisor brings a wealth of knowledge and experience, contributing to the firm's success and client satisfaction. Notable among the firm's seasoned advisors are Angela Ross, Kenneth Riffle, and Joe Meals, who have been with the company for a significant period, solidifying their expertise and rapport with clients. FCG's compensation structure is designed to align their interests with their clients', with various types of remuneration, including a percentage of assets under management. This ensures that FCG remains committed to achieving optimal results for their clients while fostering a long-term partnership built on trust and mutual success. With their robust portfolio management capabilities, strong track record, and a client-centric approach, FCG Investment Company continues to thrive as a leading investment advisory firm in Germantown, TN, providing comprehensive financial solutions to their discerning clientele.

Private Wealth Management, Inc., a small investment advisory firm based out of Memphis, TN, is dedicated to providing comprehensive wealth management services. With a focus on high net worth individuals, they have established themselves as a trusted partner in financial planning and investment strategies. Boasting a sizable client base, Private Wealth Management, Inc. manages over $793,087,000 in assets, demonstrating their expertise in handling substantial portfolios. With a team of four highly skilled professionals, Private Wealth Management, Inc. offers a range of services tailored to meet the unique needs of their clients. Their areas of expertise extend beyond traditional financial planning to encompass accounting services as well. As an accountant or accounting firm, they offer valuable insights and guidance to ensure clients have a holistic understanding of their financial situation. Private Wealth Management, Inc.'s compensation structure reflects their commitment to client success. They employ various fee structures, including a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. This flexible approach ensures that clients receive personalized and cost-effective solutions that align with their financial goals. Within the firm, Joseph Horner and Scott Robbins stand out as the longest tenured registered advisors. Their experience and knowledge contribute to Private Wealth Management, Inc.'s reputation for excellence. Collectively, the team manages an average of approximately $198,270,000 in assets per investment advisor, significantly surpassing industry standards. Private Wealth Management, Inc. prides itself on delivering exceptional service and building long-lasting relationships with their clients. Through their expertise, dedication, and personalized approach, they continue to be a leading choice for individuals seeking comprehensive wealth management solutions.

Duncan Williams Asset Management, LLC, based out of Memphis, TN, is a prominent local investment advisory firm with over 440 individual clients and a remarkable $632,026,000 in assets under management. With one office location, the firm serves a diverse range of clients seeking expert guidance in their investment decisions. While 401K and individual accounts make up less than 30% of their assets under management, Duncan Williams Asset Management, LLC possesses the capability to effectively manage employer funds. Impressively, 93% of the assets they manage are discretionary, showcasing their expertise in providing tailored investment solutions that align with their clients' goals and risk preferences. The firm offers a flexible compensation structure, including various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring clients have choices that suit their unique needs. Duncan Williams Asset Management, LLC boasts a dedicated team of 11 employees, with 9 of them specializing in investment advisory services. Each investment advisor manages an average of approximately $70,230,000 in assets, which aligns with the industry average. The firm takes pride in its experienced staff, including renowned advisors Robert Atkins, Patrick O'Connor, and David Scully, who have provided exceptional service to clients over the years. With a proven track record of delivering sound investment strategies and managing substantial assets, Duncan Williams Asset Management, LLC has solidified its position as a trusted and reliable partner for clients seeking professional wealth management services in the Memphis area.

Frazee Investment Consulting, Inc. is a well-established investment advisory firm located in Memphis, TN. With a single office, the company offers comprehensive investment solutions to a diverse clientele. Employing a team of three dedicated professionals, Frazee Investment Consulting, Inc. prides itself on delivering exceptional investment advisory services. Led by seasoned experts Robert Frazee and Mark Sorgenfrei, the firm maintains an average of $82,810,000 in assets under management per investment advisor, aligning with industry standards. They cater to a wide range of clients, primarily high net worth individuals, managing a substantial portfolio of over $165,628,000 across more than 70 individual accounts. Frazee Investment Consulting, Inc. implements a flexible compensation structure, offering various types of fees, including a percentage of assets under management and fixed fees. While they focus primarily on managing individual accounts, their capabilities extend to handling employer funds, demonstrating their expertise in serving both individual and institutional clients. Notably, all assets under the firm's management are handled on a discretionary basis, providing clients with a hands-off investment experience. This approach allows Frazee Investment Consulting, Inc. to tailor investment strategies to each client's specific goals and risk tolerance. With a solid reputation and a commitment to delivering personalized service, Frazee Investment Consulting, Inc. remains a trusted partner for individuals seeking professional investment advice in the Memphis area.