Nashville Capital Corp (Nashville)

Name: Nashville Capital Corp
Address: 2506 Winford Ave, Nashville, TN, 37211
Telephone: 615-259-9084

Nashville Capital Corp is a large advisory firm based in Nashville. It manages $114.26 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Tennessee.

Nashville Capital Corp provides portfolio management for investment companies, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Nashville Capital Corp: assets under management

The assets under management (AUM) of Nashville Capital Corp is $114.26 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $114.26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $114.26 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Nashville Capital Corp for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Nashville Capital Corp serves?

The only and largest group of clients of Nashville Capital Corp is investment companies with 1 clients and $114.26 million of assets under management. Among the 8 most similar advisory firms, Nashville Capital Corp has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $114.26 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Nashville Capital Corp doesn't advise any private funds.

Careers at Nashville Capital Corp

The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Larry Curtis Catlett	President, shareholder	1 Mar 1988	50% - 75%	1884253
Sydneylee Evans Catlett	Shareholder	1 Feb 1994	Other	3014544
Alec Dryden	Coo, director, shareholder	1 Apr 1996	Other	4347125
Micah Dee White	Analyst, shareholder	1 Feb 2008	Other	4733538
Paul B Ordonio	Chief compliance officer	1 Dec 2011	Other	4584143

Based in Nashville

The principal office where Nashville Capital Corp performs its advisory services is located at 2506 Winford Ave, Nashville, TN 37211 The mailing address of the firm is 2506 Winford Ave, Nashville, TN 37211. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 615-259-9084 or by fax 615-259-9085. The normal business hours are 8:30 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at nashcap.com.