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- Custodian
- Cibc Mellon ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- OakElement eagle
- Established Date
- 03-14-1969
- Office Locations
- 115
Office Locations
About &Partners
&Partners is a Nashville-based, advisor-owned wealth management firm built to support advisor practices serving clients seeking personalized financial advice. The platform pairs flexible investment choice with on-call investment and operational specialists, including a concierge CIO and a single point of contact, and uses a modern tech stack with partners such as Fidelity and Envestnet. Securities and advisory services offered through &Partners, LLC (FINRA/SIPC).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN W ALEXANDER
Co-President, Owner
- CRD
- #2327561
- Ownership
- Less than 5%
CHYRLAN ELIZABETH COOPER
Advisor, Chief Operating Officer
- CRD
- #4160240
- Ownership
- Less than 5%
Peak fusion
North unison fusion
- CRD
- #39716
- Ownership
- 49.1%
Showing 2 of 8 owners & executives
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AMIR AQUINO ABDELWAHED
Financial Advisor, General Partner
- CRD
- #2652775
GRANT JEFFREY ABRAMS
Managing Director
- CRD
- #5498274
Vertex harbor
Vertex radial
- CRD
- #63464
Showing 2 of 547 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,275,281,235 | $474,786 |
| Non-Discretionary | $993,408,563 | $1,860,316 |
| Total | $30,268,689,798 | $486,682 |
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Separately Managed Accounts
Total SMA Asset: $30,268,689,798
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,995,753,499 | 23.1% |
| Other | $725,728,545 | 8.4% |
| Cash | $1,287,304,205 | 14.9% |
| Municipal Bonds | $2,021,672,376 | 23.4% |
| U.S. Government/Agency | $1,028,115,439 | 11.9% |
| Corporate - Investment Grade | $1,581,051,474 | 18.3% |
| Total | $8,639,625,538 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM HORIZON PATHWAY | OAK NORTH | 3Q585BUTH | KQO | 8.16% | $33,770,440 |
| FOCUS GLACIER | OAK BRIDGE | NDKYFLZVO | VQWGC | 3.30% | $85,654,488 |
| PEAK TIMBER | FRONTIER BRIDGE | 0RAMRXDQ7 | GUMCA | 6.56% | $69,604,439 |
| CAPITAL MOMENTUM | MOMENTUM TIMBER | B0Z72N00I | NHJI | 9.48% | $74,987,747 |
| VITAL ELEMENT | PIONEER TIMBER | HPJRG58FN | KHBXK | 10.23% | $90,892,723 |
| SIGNAL VITAL | QUANTUM WAVE | KWAT9ZDVJ | BAZDD | 2.13% | $108,510,905 |
| NORTH WAVE | EMBER ZENITH | VHJNO9ZY7 | CNQNX | 12.46% | $57,191,503 |
| FOCUS WAVE UNISON | EAGLE ZENITH | 1NMFE807T | TQBQ | 1.46% | $25,416,980 |