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Hope Advisors, LLC (Brentwood)


Hope Advisors, LLC is a large advisory firm based in Brentwood. It manages $275.25 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Tennessee.

Hope Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hope Advisors: assets under management

The assets under management (AUM) of Hope Advisors, LLC is $275.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $275.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $137.62 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hope Advisors, LLC for their services and products based on fixed fees and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Brentwood

The principal office where Hope Advisors, LLC performs its advisory services is located at 5203 Maryland Way, Suite 104, Brentwood, TN 37027, 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 615-370-5862. The normal business hours are 8:00 - 4:30 on Monday - Friday.


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