CRD: 155306
Processus Wealth & Capital Management, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-19-2010
- Office Locations
- 2
Office Locations
About Processus Wealth & Capital Management, LLC
Processus Wealth & Capital Management, LLC is a boutique Tennessee RIA serving high-net-worth individuals and business owners. Chad Jordan and Grady Tabor run a disciplined, customized wealth management process spanning financial planning and portfolio construction, emphasizing transparent, unbiased advice. The firm limits its client roster for hands-on relationships and aligns by investing in the same strategies it recommends; custody is primarily with Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
JEFFREY CHAD JORDAN
Chief Compliance Officer, Managing Member
- CRD
- #2490684
- Ownership
- 50% but less than 75%
GRADY COLIN TABOR
Managing Member
- CRD
- #1908925
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $249,546,024 | $1,071,013 |
| Non-Discretionary | $0 | -- |
| Total | $249,546,024 | $1,071,013 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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