Processus Wealth & Capital Management, LLC

Processus Wealth & Capital Management, LLC (CRD# 155306) is a financial advisory firm headquartered in , . They manage $165,458,864 in 195 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.facebook.com/processus-wealth-capital-management-llc-366969680100679/
By the Numbers
  • Total Assets Under Management
    165
    MILLION
  • Total Number of Accounts
    195
    ACCOUNTS
  • Average Account Value
    $848,507
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, TN

Financial Advisors at Processus Wealth & Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey Jordan, financial advisor Franklin TN
Jeffrey C. Jordan
CRD#: 2490684
Franklin, TN

Jeffrey Jordan (CRD# 2490684) is an Investment Advisor Representative working at Processus Wealth & Capital Management, LLC in Franklin, TN and has over 29 years of experience in the finance industry.

2
Grady Tabor, financial advisor Brentwood TN
Grady C. Tabor
CRD#: 1908925
Brentwood, TN

Grady Tabor (CRD# 1908925) is an Investment Advisor Representative working at Processus Wealth & Capital Management, LLC in Brentwood, TN and has over 35 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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