A
$247.1M Total AUM
$212.8M Disc. AUM
-- 3Y CAGR
7 Employees
456 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Morgan Stanley · Raymond James
- Clients
- Retail
- Platforms
- Vertex legacyCapital
- Established Date
- 07-25-2024
- Office Locations
- 2
Office Locations
3326 Aspen Grove Drive Suite 602 Franklin TN
725 Cool Springs Blvd. Suite 330 Franklin TN
About AGP Franklin, LLC
Strong Tower Wealth Management (AGP Franklin, LLC) is a Tennessee-registered RIA providing holistic wealth management, asset management, and financial planning—including insurance and estate planning—for clients nationwide. The firm emphasizes a transparent, goal-driven advisory process and primarily implements portfolios via ETFs, with custody relationships including Morgan Stanley and Raymond James.
Team overview
-- AVG AGE
$82.4M AVG AUM / ADVISOR
$541.8K AVG AUM / CLIENT
1.4 yrs AVG TENURE
7 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Zenith Delta wave Peak optima Unison
Client Personas
Beacon optima Signal value
Custodian
Ridge Vector
Investment Themes
Frontier crest
Investment Vehicles
Atlas
Services
Capital fusion Glacier Foundation Element Pathway quantum Vector Glacier delta Momentum radial
Technology
Vector Bridge pathway
Owner & Executives
CHARLES DAVID CROUCH
Chief Compliance Officer, Managing Member, Principal
- CRD
- #2122991
- Ownership
- 50% but less than 75%
(297) 235-8917
beacon.fusion@northcapital.com
in linkedin.com/in/ember-frontier
E
EDWARD BRETT LEWIS
--
- CRD
- #2248235
- Ownership
- 50% but less than 75%
(274) 357-8491
pathway.vertex@peakcapital.com
in linkedin.com/in/beacon-vital
Showing 2 of 2 owners & executives
Unlock allContacts
E
Ethan Pierce Pflug
--
- CRD
- #7569627
(726) 585-9575
radial.eagle@timbercapital.com
in linkedin.com/in/timber-legacy
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $212,756,785 | $345,946 |
| Non-Discretionary | $34,301,325 | $290,689 |
| Total | $247,058,110 | $337,051 |
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Separately Managed Accounts
Total SMA Asset: $247,058,110
Equity - Exchange:
21.1% Cash:
32.6% U.S. Government/Agency:
18.7% Public Funds:
27.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,227,132,703 | 21.1% |
| Cash | $1,895,949,105 | 32.6% |
| U.S. Government/Agency | $1,087,553,628 | 18.7% |
| Public Funds | $1,605,159,365 | 27.6% |
| Total | $5,815,794,801 | 100.0% |