Caldwell Advisors, LLC

CRD 144408 · Brentwood, TN · $351.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 144408
SEC number: 801-106730
Firm type: RIA
Assets under management: $351.4M as of Apr 7, 2026
Website: www.facebook.com/CALDWELLADVISORSLLC ↗
Phone: 615-370-8988
Address: 5210 Maryland Way, Brentwood, TN, 37027

Advisors at this firm

6 in our index · page 1 of 1

Billy Ray CaldwellCRD 2183471 · Brentwood, TN

IA RegisteredBroker

Disclosure event(s) on record
Colin T CaldwellCRD 6341330 · Brentwood, TN

IA RegisteredBroker
Beverly Ogles DavisCRD 4833572 · Murfreeesboro, TN

IA RegisteredBroker
David M DorsettCRD 7833926 · Brentwood, TN

IA Registered

Disclosure event(s) on record
Bentley Yeiser LondonCRD 5870995 · Brentwood, TN

IA RegisteredBroker
Aaron Alan ZaunerCRD 4904878 · Brentwood, TN

IA RegisteredBroker

Source & corrections

Where this page comes from

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