Wealthtrust Advisors LLC is a large advisory firm based in Nashville. It manages $326.9 million of regulatory assets for 950 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Alabama, Alaska, Arkansas, and 29 other states.
Wealthtrust Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wealthtrust Advisors LLC is $326.9 million. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wealthtrust Advisors LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Richard Adam Smith has been acting as President since 1 Nov 2006. Clinton Jansen Kendrick joined the executive team most recently as the Director.
The principal office where Wealthtrust Advisors LLC performs its advisory services is located at 102 Woodmont Blvd, Nashville, TN 37205, which is also the mailing address of the firm. An additional office of the firm is in Paducah, KY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 615-297-6884 or by fax 615-297-9334. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.