Caldwell Advisors, LLC

Caldwell Advisors, LLC (CRD# 144408) is a financial advisory firm headquartered in Brentwood, TN. They manage $134,273,866 in 476 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    476
    ACCOUNTS
  • Average Account Value
    $282,088
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

GA, TN, TX

Financial Advisors at Caldwell Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Alan A. Costa
CRD#: 54794
Nashville, TN
96
Wealthminder
score

Alan Costa (CRD# 54794) is an Investment Advisor Representative working at Caldwell Advisors, LLC in Nashville, TN and has over 35 years of experience in the finance industry.

2
Beverly O. Davis
CRD#: 4833572
145 Uptown Square, Murfreesboro, TN 37129
93
Wealthminder
score

Beverly Davis (CRD# 4833572) is an Investment Advisor Representative working at Caldwell Advisors, LLC in Murfreesboro, TN and has over 13 years of experience in the finance industry.

3
Ryan K. Snover
CRD#: 4955129
5210 Maryland Way, Ste 202, Brentwood, TN 37027
93
Wealthminder
score

Ryan Snover (CRD# 4955129) is an Investment Advisor Representative working at Caldwell Advisors, LLC in Brentwood, TN and has over 12 years of experience in the finance industry.

4
Billy R. Caldwell
CRD#: 2183471
5210 Maryland Way, Ste 202, Brentwood, TN 37027
83
Wealthminder
score

Billy Caldwell (CRD# 2183471) is an Investment Advisor Representative working at Caldwell Advisors, LLC in Brentwood, TN and has over 25 years of experience in the finance industry.

5
John W. Cobb
CRD#: 49179
5214 Maryland Way, Suite 107, Brentwood, TN 37027
66
Wealthminder
score

John Cobb (CRD# 49179) is an Investment Advisor Representative working at Caldwell Advisors, LLC in Brentwood, TN and has over 23 years of experience in the finance industry. John Cobb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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