12th Street Asset Management

12th Street Asset Management (CRD# 153528) is a financial advisory firm headquartered in Nashville, TN. They manage $383,364,324 in 358 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    383
    MILLION
  • Total Number of Accounts
    358
    ACCOUNTS
  • Average Account Value
    $1,070,850
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, DE, FL, GA, IL, LA, MA, MI, MO, NC, NH, NJ, NV, NY, OK, PA, SC, TN, TX, VA, WI

Financial Advisors at 12th Street Asset Management
Showing 1 - 3 of 3 top financial advisors.
1
David A. Shipman
CRD#: 2430346
102 Woodmont Blvd., Suite 460, Nashville, TN 37205
96
Wealthminder
score

David Shipman (CRD# 2430346) is an Investment Advisor Representative working at 12th Street Asset Management in Nashville, TN and has over 24 years of experience in the finance industry.

2
Michael G. Okeefe
CRD#: 1465818
102 Woodmont Blvd., Suite 460, Nashville, TN 37205
93
Wealthminder
score

Michael Okeefe (CRD# 1465818) is an Investment Advisor Representative working at 12th Street Asset Management in Nashville, TN and has over 31 years of experience in the finance industry.

3
Christopher T. Lundeen
CRD#: 6436290
102 Woodmont Blvd, Suite 460, Nashville, TN 37205
89
Wealthminder
score

Christopher Lundeen (CRD# 6436290) is an Investment Advisor Representative working at 12th Street Asset Management in Nashville, TN and has over 3 years of experience in the finance industry.

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