$27.6M Total AUM
$27.6M Disc. AUM
-- 3Y CAGR
1 Employees
74 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-05-2012
- Office Locations
- 1
Office Locations
1922 Exeter RD Suite 23 Germantown TN
About Studdard Financial, LLC
Studdard Financial, LLC is a fee-only, fiduciary registered investment adviser providing financial planning and investment advice, including portfolio construction plus tax and estate planning. Client assets are custodied at Charles Schwab. Public filings indicate ETF-centric portfolios with some fixed income/cash positioning, serving retail clients including entrepreneurs.
Team overview
53 AVG AGE
$27.6M AVG AUM / ADVISOR
$372.5K AVG AUM / CLIENT
14.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
BYRON LEE STUDDARD
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2368317
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,564,210 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,564,210 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing