Cavalry Banking (Murfreesboro)


Cavalry Banking is a large advisory firm based in Murfreesboro. It manages $277.08 million of regulatory assets for 367 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Tennessee.

Cavalry Banking provides market timing 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.

Cavalry Banking: assets under management

The assets under management (AUM) of Cavalry Banking is $277.08 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $148.62 million in discretionary accounts and $128.46 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $490.48 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.01 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cavalry Banking for their services and products based on a percentage of assets under management. 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.

Based in Murfreesboro

The principal office where Cavalry Banking performs its advisory services is located at 114 W. College St., Murfreesboro, TN 37133, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 615-849-2271 or by fax 615-849-2257. The normal business hours are 8 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.cavalrybanking.com.

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