CRD: 155306
Processus Wealth & Capital Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between January 17, 2025 and January 26, 2026, reported AUM increased 16.3%, from $214.6M to $249.5M.
Across 5 reported observations, AUM increased 52.1% between February 15, 2022 and January 26, 2026, from $164.1M to $249.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 57 clients, or 28.5 clients per representative. That equates to $4.4M in reported AUM per client.
The profile lists 2 reported office locations and 15 years in operation. The source data was last updated on January 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Processus Wealth & Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Processus Wealth & Capital Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Processus Wealth & Capital Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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