&Partners

Registered investment adviser · Nashville, TN · CRD #3767

Form ADV data as of 2026-09-01

Regulatory assets

$30.27 billion

Total accounts

62,194

Employees

703

Disclosure events

Firm details

Website: https://www.youtube.com/@andpartnerswealthmanagement
Telephone: 615-255-6431
SEC file number: 801-37145
Most recent Form ADV filing: 2026-06-22
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 10 disclosure questions answered Yes, covering 18 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

SEC or CFTC found a violation of its regulations or statutes
SEC or CFTC found the firm caused a business to lose or have its authorization restricted
SEC or CFTC entered an order in connection with investment-related activity
SEC or CFTC imposed a civil money penalty or a cease-and-desist order
Another regulator found a false statement, omission, or dishonest, unfair, or unethical conduct
Another regulator found a violation of investment-related regulations or statutes
Another regulator found the firm caused a business to lose or have its authorization restricted
Another regulator entered an order in connection with investment-related activity (past 10 years)
Another regulator denied, suspended, or revoked a registration or restricted activity
A self-regulatory organization found a violation of its rules

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$29.28 billion
Non-discretionary regulatory assets under management	$993.4 million
Total regulatory assets under management	$30.27 billion
Discretionary accounts	61,660
Non-discretionary accounts	534
Total accounts	62,194
Regulatory assets under management attributable to non-U.S. persons	$25.3 million

People

Total employees (excluding clerical)	703
Employees performing investment advisory functions (including research)	439
Employees who are registered representatives of a broker-dealer	504
Employees registered as investment adviser representatives with a state	439
Employees registered as IARs for another investment adviser	1
Employees who are licensed insurance agents	396
Firms or persons who solicit advisory clients on the firm's behalf	10

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$30.24 billion
Clients for whom the firm has custody	62,009
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	1

How the firm is compensated

A percentage of assets under managementHourly chargesSubscription fees (for a newsletter or periodical)Fixed fees (other than subscription fees)CommissionsPerformance-based feesOther

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshopsOther

Other business activities

Broker-dealer (registered or unregistered)Insurance broker or agentRegistered municipal advisor

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys securities from or sells securities to advisory clients (principal transactions)
Buys or sells for itself securities it also recommends to clients
Recommends securities in which it has another proprietary interest
Executes agency cross transactions involving advisory client securities
Recommends securities for which it serves as underwriter or general partner
Recommends securities in which it has another sales interest
Recommends brokers or dealers to clients
Brokers or dealers recommended under 8.E. are related persons
Receives soft dollar benefits
Compensates a non-employee for client referrals
Provides employee compensation specifically for obtaining clients
Receives compensation from others for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	42,060	$9.33 billion
High net worth individuals	11,803	$11.41 billion
Pension and profit sharing plans (not the participants or government plans)	1,887	$862.1 million
Charitable organizations	22	$12.4 million
Corporations or other businesses not listed above	735	$2.27 billion
Other	5,687	$6.39 billion