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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-18-2016
- Office Locations
- 1
Office Locations
About Tranquility Partners, LLC
Tranquility Partners is a Brentwood, TN-based multi-family office and asset manager providing independent, fiduciary oversight and customized wealth planning for multi-generational families. The team oversees the full spectrum of financial and asset management strategies, with portfolios often blending private funds, public funds and ETFs. Led by CEO Jim Baker and COO John Crawford, CFA (25+ years experience). Custody includes Schwab and Fidelity/NFS.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES GOLLADAY BAKER III
Advisor, Chief Executive Officer
- CRD
- #2850941
- Ownership
- 50% but less than 75%
John Kerstan Crawford
Chief Compliance Officer, Chief Operating Officer, Principal
- CRD
- #6641949
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Jordan Milburn Baker
Vice President
- CRD
- #7141820
James G Baker IV
Manager
- CRD
- #6807291
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $868,024,566 | $955,974 |
| Non-Discretionary | $28,962,757 | $689,589 |
| Total | $896,987,323 | $944,197 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | 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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