$27.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
57 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-20-2025
- Office Locations
- 1
Office Locations
135 FOX Road Suite H Knoxville TN
About Stivers Wealth Management
Stivers Wealth Management is a Knoxville-based RIA. The firm has been operating for 1 years. Managing $27.6M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Jackson National Life.
Team overview
36 AVG AGE
$13.8M AVG AUM / ADVISOR
$485.0K AVG AUM / CLIENT
1.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
BRIAN CHARLES STIVERS
Managing Partner
- CRD
- #2297625
- Ownership
- 50% but less than 75%
Available
Available
Available
Justin Brian Stivers
Chief Compliance Officer, Managing Partner
- CRD
- #7454194
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $27,644,781 | -- |
| Total | $27,644,781 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Other:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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