Caldwell Advisors, LLC

Caldwell Advisors, LLC (CRD# 144408) is a financial advisory firm headquartered in Brentwood, TN. They manage $322,739,217 in 1,032 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
5210 Maryland Way, Ste 202, Brentwood, TN 37027
https://www.facebook.com/caldwelladvisorsllc/
By the Numbers
  • Total Assets Under Management
    323
    MILLION
  • Total Number of Accounts
    1,032
    ACCOUNTS
  • Average Account Value
    $312,732
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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
The map below shows states where this firm has explicit registration only.

AL, AR, CA, FL, GA, MS, NY, TN, TX

Financial Advisors at Caldwell Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Billy Caldwell, financial advisor Brentwood TN
Billy R. Caldwell
CRD#: 2183471
5210 Maryland Way, Ste 202, Brentwood, TN 37027

Billy Caldwell (CRD# 2183471) is an Investment Advisor Representative working at Caldwell Advisors, LLC in Brentwood, TN and has over 32 years of experience in the finance industry.

2
John Cobb, financial advisor Brentwood TN
John W. Cobb
CRD#: 49179
5210 Maryland Way, Suite 202, Brentwood, TN 37027

John Cobb (CRD# 49179) is an Investment Advisor Representative working at Caldwell Advisors, LLC in Brentwood, TN and has over 30 years of experience in the finance industry.

3
Beverly Davis, financial advisor Murfreeesboro TN
Beverly O. Davis
CRD#: 4833572
1810 Ward Drive, Suite 102, Murfreeesboro, TN 37129

Beverly Davis (CRD# 4833572) is an Investment Advisor Representative working at Caldwell Advisors, LLC in Murfreeesboro, TN and has over 19 years of experience in the finance industry.

4
Bentley London, financial advisor Brentwood TN
Bentley Y. London
CRD#: 5870995
5210 Maryland Way, Ste 202, Brentwood, TN 37027

Bentley London (CRD# 5870995) is an Investment Advisor Representative working at Caldwell Advisors, LLC in Brentwood, TN and has over 12 years of experience in the finance industry.

5
Ryan Snover, financial advisor Murfreesboro TN
Ryan K. Snover
CRD#: 4955129
201 E. Main Street, Suite 415, Murfreesboro, TN 37130

Ryan Snover (CRD# 4955129) is an Investment Advisor Representative working at Caldwell Advisors, LLC in Murfreesboro, TN and has over 18 years of experience in the finance industry.

6
Aaron Zauner, financial advisor Brentwood TN
Aaron A. Zauner
CRD#: 4904878
5210 Maryland Way, Ste 202, Brentwood, TN 37027

Aaron Zauner (CRD# 4904878) is an Investment Advisor Representative working at Caldwell Advisors, LLC in Brentwood, TN and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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