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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Momentum harborCapital timber
- Established Date
- 11-27-1987
- Office Locations
- 1
Office Locations
About LEE Danner & Bass INC
Lee, Danner & Bass is a Nashville-based wealth management and investment advisory firm with 30+ years of experience, providing customized portfolio management and comprehensive financial guidance for retirement, wealth preservation, and long-term growth. Portfolios are largely implemented via ETFs with a complement of investment-grade fixed income in discretionary managed accounts. The firm was named to CNBC’s FA 100 list.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
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Services
Technology
Owner & Executives
LAWSON COFFEE ALLEN
Chairman, DIRECTOR, Investment Advisor, President
- CRD
- #4356491
- Ownership
- 10% but less than 25%
FRANCIS MARION BASS III
Director, Vice President
- CRD
- #4749541
- Ownership
- 10% but less than 25%
Fusion capital
Insight eagle value
- CRD
- #12428
- Ownership
- 13.5%
Showing 2 of 4 owners & executives
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Thomas Walter Delaney
--
- CRD
- #8105148
CHRISTOPHER FORREST PREST
--
- CRD
- #4666752
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,975,488,723 | $1,936,754 |
| Non-Discretionary | $0 | -- |
| Total | $1,975,488,723 | $1,936,754 |
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Separately Managed Accounts
Total SMA Asset: $1,975,488,723
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $763,362,246 | 10.9% |
| Corporate - Investment Grade | $1,449,687,936 | 20.7% |
| Cash | $994,471,917 | 14.2% |
| Public Funds | $1,176,558,324 | 16.8% |
| Corporate - Non-Investment Grade | $1,477,701,229 | 21.1% |
| Municipal Bonds | $1,141,541,708 | 16.3% |
| Total | $7,003,323,360 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON MERIDIAN | FRONTIER FOUNDATION | 8OPVSAU9R | TQFR | 2.74% | $63,005,645 |
| LEGACY PEAK | PATHWAY OPTIMA | 9SE2QMZHF | GYUL | 2.14% | $12,838,680 |
| RIDGE EAGLE HORIZON | WAVE EMBER | RY1QXOA5F | WDX | 5.39% | $100,251,399 |
| FRONTIER VERTEX | EMBER RADIAL | 0OGK1V4GW | UPU | 3.02% | $13,262,990 |
| HARBOR VITAL FUSION | MATRIX VECTOR | AI3Q92YZ0 | HNTVM | 7.67% | $89,392,913 |
| ELEMENT UNISON ELEMENT | OPTIMA WAVE | 2BYDY4ND4 | PMX | 1.76% | $72,682,600 |
| ALPHA MOMENTUM DELTA | ELEMENT CATALYST | MLZM7FR98 | TWPUD | 6.96% | $87,947,698 |
| MATRIX MERIDIAN VERTEX | MERIDIAN PRIME | XESRR0ZFV | YJEA | 1.44% | $18,202,357 |