AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $2.6 |
| Non-Discretionary | $0.0 |
| Total | $2.6 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $2.6 |
| Institutional | $0.0 |
| Total | $2.6 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
7 active
| Name | Title |
|---|---|
| STOUT, JOHN, ALEXANDER | PRINCIPAL |
| DAVENPORT, IV, JOSEPH, HOWARD | PRINCIPAL |
| BURKE, TYLER, FRANK | PRINCIPAL |
| TARUMIANZ, JEFF, EDWARDS | PRINCIPAL |
| LOGTERMAN, JOSEPH, ALAN | CHIEF FINANCIAL OFFICER |
| STOWE, PATRICK, BOARD | PRINCIPAL |
| BRADSHAW, PATRICK, COLMAN | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
1 active representative found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| TYLER BURKE | CHATTANOOGA | TN | S63|1997-08-08 | CHARTERED FINANCIAL ANALYST | |||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $2.6 | $0.0 | 0% | 16 | 0 | 0% |
| 2025-04-21 | $2.6 | $0.0 | 0% | 16 | 0 | 0% |
| 2024-04-02 | $3.0 | -$0.4 | -15% | 16 | 0 | 0% |
| 2023-04-04 | $3.1 | -$0.5 | -16% | 16 | 0 | 0% |
| 2022-04-01 | $4.0 | -$1.4 | -35% | 17 | -1 | -6% |
| 2021-04-05 | $4.1 | -$1.5 | -36% | 17 | -1 | -6% |
| 2020-04-01 | $3.6 | -$1.0 | -28% | 17 | -1 | -6% |
| 2019-04-01 | $3.4 | -$0.8 | -23% | 17 | -1 | -6% |
| 2018-04-02 | $3.6 | -$1.0 | -28% | 17 | -1 | -6% |
| 2017-04-01 | $3.4 | -$0.8 | -23% | 18 | -2 | -11% |
| 2016-04-01 | $4.0 | -$1.4 | -34% | 19 | -3 | -16% |
| 2015-04-01 | $3.7 | -$1.1 | -29% | 19 | -3 | -16% |
| 2014-04-01 | $3.4 | -$0.8 | -24% | 20 | -4 | -20% |
| 2013-04-01 | $3.2 | -$0.6 | -18% | 20 | -4 | -20% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| TN, TN-03/30/2012, TX-03/30/2012 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV