$1.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
17 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-11-2008
- Office Locations
- 1
Office Locations
-- Knoxville TN
About Storehouse Advisory Group
Storehouse Advisory Group is an independent Knoxville, TN wealth management and investment advisory firm serving clients across Tennessee. The firm provides faith-based, values-aligned advice for retirement savings, wealth transfer, charitable giving, and income needs, selecting low-cost solutions and avoiding options with poor track records; portfolios are often built using ETFs.
Team overview
50 AVG AGE
$1.7M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
8.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
STEPHEN RAY ARNOLD
COMPLIANCE OFFICER, FINANCIAL PLANNER, Founder
- CRD
- #2912750
- Ownership
- 75% or more
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 | $1,733,420 | -- |
| Total | $1,733,420 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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