New Advisers Weekly

Newly registered investment advisers in Tennessee

4 adviser firms in Tennessee had a first registration approved in the last 30 days, 8 in the last 90 and 53 in the last 12 months. Data date 2026-11-13. National list, last 90 days.

Approved in the last 30 days

RESOLUTE WEALTH MANAGEMENT

Brentwood · approved 2026-11-05

State-registered

PHASE CAPITAL

Nashville · approved 2026-10-28

Exempt reporting

FINTOP LLC

Nashville · approved 2026-10-20

Exempt reporting

COLIBRI CAPITAL

Nashville · approved 2026-10-17

Exempt reporting

The paid lists

The 4 above are the last 30 days in Tennessee, without phone numbers or websites. 960 firms were approved nationwide in the last 90 days. Which of them are in the segment you sell to, and who reaches them in their first 60 days?

USD 29, one time: every adviser firm whose first registration was approved in the last 90 days, nationwide, all three segments, as one CSV: CRD number, firm name, city and state (where filed), segment, business phone, website, employees, regulatory assets under management, approval date and the public record link. Emailed within 1 business day.

Get the 90-day CSV — USD 29 Weekly email — USD 19/month (state-registered) or 29 (all segments)

The weekly email lists the firms approved in the previous week, every Monday, until you cancel on Gumroad. Full refund if we cannot produce your list. See a real sample.

Earlier in the last 12 months (49)

FirmCitySegmentApproved
GREEN SQUARE AMMemphisState-registered2026-09-23
MEBANEWOOD MANAGEMENT LLCNashvilleState-registered2026-09-22
WHEATFIELD WEALTH MANAGEMENT, LLC—State-registered2026-08-31
RAVEN POINT WEALTH MANAGEMENT, LLC—State-registered2026-08-20
TRUE NORTH WEALTH STRATEGIES LLCKnoxvilleState-registered2026-08-13
HIGHLAND RIM CAPITAL, L.P.NashvilleSEC-registered2026-08-05
EAGLE MOUNTAIN FINANCIAL LLC—State-registered2026-07-28
RIDGELINE CAPITAL MANAGEMENT, LLCMemphisSEC-registered2026-07-23
RARE CAPITAL MANAGEMENT, LLCNashvilleSEC-registered2026-07-14
NOFAL INSURANCE AND WEALTHBrentwoodState-registered2026-07-02
STEWARDWELL LLCFranklinSEC-registered2026-07-01
FCA MANAGEMENT GROUP, LLCNashvilleExempt reporting2026-06-30
DALINE WEALTH MANAGEMENT, LLCClarksvilleState-registered2026-06-29
EMPIRICAL CAPITAL MANAGEMENT, LLCHendersonvilleSEC-registered2026-06-15
FUERST FINANCIAL GROUP, INC.ChattanoogaSEC-registered2026-06-15
ROI FINANCIAL PLANNINGClarksvilleSEC-registered2026-06-09
TRUEHAVEN CAPITALFranklinState-registered2026-06-08
WORTHWHILE WEALTHJohnson CityState-registered2026-06-08
INTEGRA WEALTHChattanoogaSEC-registered2026-06-04
KEYSTONE FINANCIAL RESOURCES, LLCBrentwoodSEC-registered2026-06-04
CW SECURITIES, LLCKnoxvilleSEC-registered2026-05-29
QUALITY FINANCIAL CONCEPTSMaryvilleSEC-registered2026-05-21
RETIREMENT SOLUTIONS GROUPFranklinSEC-registered2026-05-11
DORIAN INVESTMENT ADVISORY LLCMemphisSEC-registered2026-05-05
BROAD HORIZON CAPITAL, LLCNashvilleExempt reporting2026-04-10
FRIALE MANAGEMENT COMPANY LLCNashvilleExempt reporting2026-04-06
VALIDATOR DIGITAL ASSET MANAGEMENT GP, LLC—Exempt reporting2026-04-01
BATTELL HOLDINGS MANAGEMENT, LLCMemphisExempt reporting2026-03-27
SAGEPOINT CAPITAL PARTNERS LLCFranklinSEC-registered2026-03-27
TRUSCO INVESTMENT MANAGEMENT, LLCNashvilleSEC-registered2026-03-25
DAVID ZBONSKI, LLC—State-registered2026-03-24
WITT FINANCIAL GROUP, LLCCrossvilleSEC-registered2026-03-18
HOGAN INVESTMENT COUNSEL, LLCCordovaSEC-registered2026-03-13
ROAN CAPITAL PARTNERSJohnson CitySEC-registered2026-03-02
HCIP ADVISORS, LLCNashvilleSEC-registered2026-02-27
TURGEON & CO—State-registered2026-02-26
PURE EQUITY INVESTMENT, LLCFranklinExempt reporting2026-02-09
SIMPLE FINANCIAL SOLUTIONS LLC—State-registered2026-02-09
PARITY INVESTMENT MANAGEMENT, LLC—State-registered2026-02-05
THE RUSHMERE PARTNERSHIPNashvilleExempt reporting2026-01-30
FLETCHER WEALTH MANAGEMENT, INC.KingsportState-registered2026-01-26
SOUTHERN CAPITAL PARTNERS, LLC—State-registered2026-01-26
CHAMBERLAIN LANE CAPITAL, LLCNashvilleSEC-registered2026-01-23
MU HAT CAPITAL MANAGEMENT, LLCChattanoogaExempt reporting2026-01-23
ARIES INVESTMENTS, LLCLakelandState-registered2026-01-12
RED OAK ADVISORS LLCMemphisState-registered2026-01-12
FORTITUDE WEALTH MANAGEMENTMurfreesboroSEC-registered2025-12-22
COLLECTIVE VENTURES, LLC—Exempt reporting2025-11-28
SOLAS BIOVENTURES MANAGEMENT, LLCChattanoogaSEC-registered2025-11-19

Reading the list

Facts only: the segment is the registration type the file states; the approval date is the date the regulator approved the firm's first registration in that segment. SEC-registered and exempt reporting firms are placed by main office; state-registered firms by the approving regulator, because the public state file carries no street or city. Look any firm up in the official public record by name.