Wiley Bros.-aintree Capital, LLC

Wiley Bros.-aintree Capital, LLC (CRD# 3767) is a financial advisory firm headquartered in Nashville, TN. They manage $123,464,494 in 190 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $649,813
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
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)
  • Other
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.

AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, LA, MD, MN, MS, NC, NM, NY, OH, OK, PA, SC, TN, TX, VA

Financial Advisors at Wiley Bros.-aintree Capital, LLC
Showing 1 - 10 of 31 top financial advisors.
1
Robert G. Elliott
CRD#: 2289928
40 Burton Hills Blvd, Suite 350, Nashville, TN 37215
96
Wealthminder
score

Robert Elliott (CRD# 2289928) is an Investment Advisor Representative working at Wiley Bros.-aintree Capital, LLC in Nashville, TN and has over 25 years of experience in the finance industry. Robert Elliott 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.

2
Stephen P. Maggart
CRD#: 5634939
40 Burton Hills Blvd, Suite 350, Nashville, TN 37215
96
Wealthminder
score

Stephen Maggart (CRD# 5634939) is an Investment Advisor Representative working at Wiley Bros.-aintree Capital, LLC in Nashville, TN and has over 8 years of experience in the finance industry. Stephen Maggart 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.

3
Anthony A. Rose
CRD#: 5060541
40 Burton Hills Blvd, Suite 350, Nashville, TN 37215
96
Wealthminder
score

Anthony Rose (CRD# 5060541) is an Investment Advisor Representative working at Wiley Bros.-aintree Capital, LLC in Nashville, TN and has over 7 years of experience in the finance industry. Anthony Rose 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.

4
Alyson M. Stevens
CRD#: 5451096
40 Burton Hills Blvd, Suite 350, Nashville, TN 37215
96
Wealthminder
score

Alyson Stevens (CRD# 5451096) is an Investment Advisor Representative working at Wiley Bros.-aintree Capital, LLC in Nashville, TN and has over 9 years of experience in the finance industry. Alyson Stevens 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.

5
Katherine E. Yoho
CRD#: 5299658
40 Burton Hills Blvd, Suite 350, Nashville, TN 37215
96
Wealthminder
score

Katherine Yoho (CRD# 5299658) is an Investment Advisor Representative working at Wiley Bros.-aintree Capital, LLC in Nashville, TN and has over 10 years of experience in the finance industry. Katherine Yoho 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.

6
Joseph R. Curcio
CRD#: 807179
40 Burton Hills Blvd, Suite 350, Nashville, TN 37215
93
Wealthminder
score

Joseph Curcio (CRD# 807179) is an Investment Advisor Representative working at Wiley Bros.-aintree Capital, LLC in Nashville, TN and has over 37 years of experience in the finance industry.

7
John M. Denney
CRD#: 703975
40 Burton Hills Blvd, Suite 350, Nashville, TN 37215
93
Wealthminder
score

John Denney (CRD# 703975) is an Investment Advisor Representative working at Wiley Bros.-aintree Capital, LLC in Nashville, TN and has over 37 years of experience in the finance industry.

8
Benjamin A. Doochin
CRD#: 1764500
40 Burton Hills Blvd, Suite 350, Nashville, TN 37215
93
Wealthminder
score

Benjamin Doochin (CRD# 1764500) is an Investment Advisor Representative working at Wiley Bros.-aintree Capital, LLC in Nashville, TN and has over 30 years of experience in the finance industry.

9
Joshua J. Embry
CRD#: 2906950
40 Burton Hills Blvd, Suite 350, Nashville, TN 37215
93
Wealthminder
score

Joshua Embry (CRD# 2906950) is an Investment Advisor Representative working at Wiley Bros.-aintree Capital, LLC in Nashville, TN and has over 20 years of experience in the finance industry.

10
Thomas P. Espy
CRD#: 1267283
40 Burton Hills Blvd, Suite 350, Nashville, TN 37215
93
Wealthminder
score

Thomas Espy (CRD# 1267283) is an Investment Advisor Representative working at Wiley Bros.-aintree Capital, LLC in Nashville, TN and has over 33 years of experience in the finance industry.

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