Wealthtrust Advisors LLC (Nashville)

Wealthtrust Advisors LLC is a large advisory firm based in Nashville. It manages $326.9 million of regulatory assets for 950 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Alabama, Alaska, Arkansas, and 29 other states.

Wealthtrust Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wealthtrust Advisors: assets under management

The assets under management (AUM) of Wealthtrust Advisors LLC is $326.9 million. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $325.43 million in discretionary accounts and $1.47 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $346.94 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $122.24 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wealthtrust Advisors LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wealthtrust Advisors LLC

Richard Adam Smith has been acting as President since 1 Nov 2006. Clinton Jansen Kendrick joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Wealthtrust Llc	Member	1 Aug 2006	75% - 100%	20-5389611
Michael Keith Henry	Chief compliance officer	1 Sep 2006	Other	2445770
Richard Adam Smith	Director	1 Nov 2006	Other	4432783
Clinton Jansen Kendrick	Director	1 Nov 2006	Other	1921577
H. Richard Vartabedian	Director	1 Nov 2006	Other	4457132
William Joseph Kennedy	Director	1 Nov 2006	Other	1697268
Ryan Joseph Helon	Director	1 Nov 2006	Other	5265369
John Stephan Schnabel	Director	1 Nov 2006	Other	5265381
Marvin Rush Benton	Ceo / director	1 Nov 2006	Other	4130280

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Wealthtrust Holdings Llc	Shareholder	1 Aug 2006	75% - 100%	20-5493778
Wealthtrust Holdings Co.	Member	1 Aug 2006	75% - 100%	20-5576278
Cpc Wt Investment Llc	Member	1 Nov 2006	25% - 50%	20-5509625
Falcon Mezzanine Partners Ii Lp	Member	1 Nov 2006	25% - 50%	20-2506252
Nmc Cpc Wt Investment Llc	Member	1 Nov 2006	25% - 50%	42-1717706

Based in Nashville

The principal office where Wealthtrust Advisors LLC performs its advisory services is located at 102 Woodmont Blvd, Nashville, TN 37205, which is also the mailing address of the firm. An additional office of the firm is in Paducah, KY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 615-297-6884 or by fax 615-297-9334. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.