$187.1M Total AUM
$187.1M Disc. AUM
-- 3Y CAGR
4 Employees
136 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Ember ridgeElement prime +more
- Established Date
- 05-02-2014
- Office Locations
- 1
Office Locations
215 Centerview DR Suite 110 Brentwood TN
About Erisa Advisers, Inc.
Erisa Advisers, Inc. is a Brentwood-based RIA. The firm has been operating for 12 years. Managing $187.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
59 AVG AGE
$187.1M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
2.1 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
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Asset Classes
Quantum Timber Insight glacier
Client Personas
Foundation
Custodian
Fusion Wave ember Zenith bridge Bridge
Investment Themes
Timber Frontier vector Element
Investment Vehicles
Element
Services
Pathway quantum Radial ridge Quantum value Atlas Legacy atlas
Technology
Crest crest Summit Ember north
Owner & Executives
R
RICHARD SCOTT PHILLIPS
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2194393
- Ownership
- Less than 5%
(226) 661-3589
vital.momentum@oakcapital.com
in linkedin.com/in/ember-eagle
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $187,066,763 | $1,281,279 |
| Non-Discretionary | $0 | -- |
| Total | $187,066,763 | $1,281,279 |
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Separately Managed Accounts
Total SMA Asset: $187,066,763
Public Funds:
50.4% Equity - Exchange:
24.8% Cash:
24.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,681,327,709 | 50.4% |
| Equity - Exchange | $1,319,383,476 | 24.8% |
| Cash | $1,319,383,476 | 24.8% |
| Total | $5,320,094,661 | 100.0% |