This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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
Unlock allContacts
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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 | Q1 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 |