Top 20 Investment Management Companies in Nashville

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Below is the list of Top 20 Investment Management Companies in Nashville ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Nashville

1. Courage Capital Management, Llc

Industry: Investment Management

Location: Nashville, Tennessee

Website: couragecap.com

Company Founded: 1998

Company Size: 11-50

Company Address: 4400 Harding Road, Nashville, Tennessee, United States

Courage Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Richard Patton Chief Executive Officer And Chief Information Officer Of Courage Capital Management
Brent Wilson Associate
Blake Rowlinson Investment Associate At Courage Music
Jason Somerville Portfolio Manager Of Courage Music
Requires/Intent
IoT
HR & Payroll Services
SEO
and more

2. Claritas Capital

Industry: Investment Management

Location: Nashville, Tennessee

Website: claritascapital.com

Company Founded: 2002

Company Size: 1-10

Claritas Capital Contact Details

Name Title LinkedIn Phone Email
John Chadwick Founder And Partner At Claritas Capital
Kim Brooks Client Relations
Bob Fisher Managing Partner
Requires/Intent
Predictive Analytics
Cybersecurity Solutions
Legal
and more

3. Quinn Stauffer Financial

Industry: Investment Management

Location: Nashville, Tennessee

Website: qs-financial.com

Company Founded: 2002

Company Size: 1-10

Company Address: 2726 Larmon Avenue, Nashville, Tennessee, United States

Quinn Stauffer Financial Contact Details

Name Title LinkedIn Phone Email
Andrew Quinn Certified Financial Planner
Cfpâ Andrew Quinn Certified Financial Planner
John Stauffer Certified Financial Planner
Rebecca Martin Client Experience Coordinator
Requires/Intent
Hedge Fund Strategies
Cloud Solutions
and more

4. Capital Alignment Partners

Industry: Investment Management

Location: Nashville, Tennessee

Website: capfunds.com

Company Founded: 2009

Company Size: 1-10

Company Address: 40 Burton Hills Boulevard, Nashville, Tennessee, United States

Capital Alignment Partners Contact Details

Name Title LinkedIn Phone Email
John Pontius Director
Sloan Taylor Senior Associate
Requires/Intent
Hedge Fund Strategies
Public Relations
IoT
and more

5. Weaver C. Barksdale & Associates, Inc.

Industry: Investment Management

Location: Nashville, Tennessee

Website: wcbarksdale.com

Company Size: 11-50

Company Address: 1burton Hills Boulevard, Nashville, Tennessee, United States

Weaver C. Barksdale & Associates, Inc. Contact Details

Name Title LinkedIn Phone Email
Ron Partain Director Of Marketing
James Story Fixed Income Portfolio Manager
Ann Roberts President
Requires/Intent
Hedge Fund Strategies
Business Expansion
Robo-Advisors & AI Trading
and more

6. Lotus Asset Management

Industry: Investment Management

Location: Nashville, Tennessee

Website: lotusam.com

Company Founded: 2015

Company Size: 1-10

Company Address: 111 17th Avenue South, Nashville, Tennessee, United States

Lotus Asset Management Contact Details

Name Title LinkedIn Phone Email
Rohit Padmanabhan Founder And Chief Investment Officer
Requires/Intent
ERP Solutions
AI
AI-Based Credit Risk Assessment
Private Wealth Management
and more

7. Landfund Partners

Industry: Investment Management

Location: Nashville, Tennessee

Company Founded: 2013

Company Size: 1-10

Landfund Partners Contact Details

Name Title LinkedIn Phone Email
Chris Morris Managing Director And Chief Financial Officer
Requires/Intent
Tax Optimization For Investments
Cloud Solutions
and more

8. 12th Street Asset Management Company Llc

Industry: Investment Management

Location: Nashville, Tennessee

Website: 12thstreetasset.com

Company Size: 1-10

Company Address: 102 Woodmont Boulevard, Nashville, Tennessee, United States

12th Street Asset Management Company Llc Contact Details

Name Title LinkedIn Phone Email
Chris Lundeen Director Of Operations
Matt Bugarin Research Analyst
Requires/Intent
Predictive Analytics
ERP Solutions
Web Development
M&A Advisory
IoT
and more

9. Nuecura Partners, Llc

Industry: Investment Management

Location: Nashville, Tennessee

Website: nuecura.com

Company Founded: 2013

Company Size: 11-50

Nuecura Partners, Llc Contact Details

Name Title LinkedIn Phone Email
William Gates Operating Partner
Requires/Intent
Customer Relationship Management
Investor Relations & Reporting
Digital Asset & Cryptocurrency Investment
Mobile App Development
ESG Investing & Impact Analysis
and more

10. Woodmont Investment Counsel, Llc

Industry: Investment Management

Location: Nashville, Tennessee

Website: woodmontcounsel.com

Company Founded: 2000

Company Size: 1-10

Company Address: 401 Commerce Street, Nashville, Tennessee, United States

Woodmont Investment Counsel, Llc Contact Details

Name Title LinkedIn Phone Email
Grace Bennett Senior Vice President
Lindsay Beckner Director Of Business Development
Tonya Wooden Portfolio Administrator
Requires/Intent
CRM Systems
Mobile App Development
IT Support
Cloud Solutions
Private Wealth Management
and more

11. Southern Baptist Foundation

Industry: Investment Management

Location: Nashville, Tennessee

Website: sbfdn.org

Company Founded: 1947

Company Size: 11-50

Company Address: 901 Commerce Street, Nashville, Tennessee, United States

Southern Baptist Foundation Contact Details

Name Title LinkedIn Phone Email
Kelsey Drennan Trust And Tax Accounting
Leigh Bowick Director Of Communication
Daniel Wackerhagen Ordained Minister
Art Long Preacher
Warren Peek President And Chief Executive Officer
Requires/Intent
Cloud Hosting
Predictive Analytics
and more

12. Haloroc Holdings

Industry: Investment Management

Location: Nashville, Tennessee

Website: haloroc.com

Company Founded: 2015

Company Size: 11-50

Company Address: 3322 West End Avenue, Nashville, Tennessee, United States

Haloroc Holdings Contact Details

Name Title LinkedIn Phone Email
Jess Eccher Director Of Marketing
Requires/Intent
Digital Marketing
IoT
Cybersecurity Solutions
Private Wealth Management
IPO Advisory
and more

13. Nexus Global Capital

Industry: Investment Management

Location: Nashville, Tennessee

Website: nexusglobalcapital.com

Company Founded: 2016

Company Size: 1-10

Company Address: 3102 West End Avenue, Nashville, Tennessee, United States

Nexus Global Capital Contact Details

Name Title LinkedIn Phone Email
Paul Drake President And Chief Executive Officer
Requires/Intent
Advertising
Hedge Fund Strategies
Public Relations
Digital Marketing
Legal
and more

14. Monteagle Partners

Industry: Investment Management

Location: Nashville, Tennessee

Website: monteaglepartners.com

Company Founded: 2017

Company Size: 1-10

Monteagle Partners Contact Details

Name Title LinkedIn Phone Email
Newt Pate Partner
Requires/Intent
Advertising
CRM Systems
and more

15. Kraft Asset Management, Llc

Industry: Investment Management

Location: Nashville, Tennessee

Website: kraftasset.com

Company Founded: 2001

Company Size: 1-10

Company Address: 555 Great Circle Road, Nashville, Tennessee, United States

Kraft Asset Management, Llc Contact Details

Name Title LinkedIn Phone Email
Cortney Cost Chief Compliance Officer And Associate Wealth Advisor
Requires/Intent
SEO
Technology
AI
and more

16. Pfm Advisor

Industry: Investment Management

Location: Nashville, Tennessee

Website: pfmadvisor.com

Company Founded: 1993

Company Size: 1-10

Company Address: 3100 West End Avenue, Nashville, Tennessee, United States

Pfm Advisor Contact Details

Name Title LinkedIn Phone Email
David Costello Chief Operations Officer
Requires/Intent
HR & Payroll Services
Branding
AI-Based Credit Risk Assessment
M&A Advisory
ERP Solutions
and more

17. Bills Asset Management

Industry: Investment Management

Location: Nashville, Tennessee

Website: billsasset.com

Company Size: 1-10

Company Address: 1724 Green Hills Drive, Nashville, Tennessee, United States

Bills Asset Management Contact Details

Name Title LinkedIn Phone Email
Sam Bills Chief Executive Officer
Requires/Intent
E-commerce Integration
M&A Advisory
Cloud Hosting
and more

18. Laffer Investments

Industry: Investment Management

Location: Nashville, Tennessee

Website: lafferinvestments.com

Company Founded: 1999

Company Size: 1-10

Company Address: 103 Murphy Court, Nashville, Tennessee, United States

Laffer Investments Contact Details

Name Title LinkedIn Phone Email
Stan Rogers Portfolio Manager
Requires/Intent
IoT
Risk Management & Compliance
Investor Relations & Reporting
Global Market Trend Analysis
and more

Nashville Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Richard Patton Courage Capital Management, Llc Chief Executive Officer And Chief Information Officer Of Courage Capital Management
2 Brent Wilson Courage Capital Management, Llc Associate
3 Blake Rowlinson Courage Capital Management, Llc Investment Associate At Courage Music
4 Jason Somerville Courage Capital Management, Llc Portfolio Manager Of Courage Music
5 John Chadwick Claritas Capital Founder And Partner At Claritas Capital
6 Kim Brooks Claritas Capital Client Relations
7 Bob Fisher Claritas Capital Managing Partner
8 Andrew Quinn Quinn Stauffer Financial Certified Financial Planner
9 Cfpâ Andrew Quinn Quinn Stauffer Financial Certified Financial Planner
10 John Stauffer Quinn Stauffer Financial Certified Financial Planner
11 Rebecca Martin Quinn Stauffer Financial Client Experience Coordinator
12 John Pontius Capital Alignment Partners Director
13 Sloan Taylor Capital Alignment Partners Senior Associate
14 Ron Partain Weaver C. Barksdale & Associates, Inc. Director Of Marketing
15 James Story Weaver C. Barksdale & Associates, Inc. Fixed Income Portfolio Manager
16 Ann Roberts Weaver C. Barksdale & Associates, Inc. President
17 Rohit Padmanabhan Lotus Asset Management Founder And Chief Investment Officer
18 Chris Morris Landfund Partners Managing Director And Chief Financial Officer
19 Chris Lundeen 12th Street Asset Management Company Llc Director Of Operations
20 Matt Bugarin 12th Street Asset Management Company Llc Research Analyst
21 William Gates Nuecura Partners, Llc Operating Partner
22 Grace Bennett Woodmont Investment Counsel, Llc Senior Vice President
23 Lindsay Beckner Woodmont Investment Counsel, Llc Director Of Business Development
24 Tonya Wooden Woodmont Investment Counsel, Llc Portfolio Administrator
25 Kelsey Drennan Southern Baptist Foundation Trust And Tax Accounting
26 Leigh Bowick Southern Baptist Foundation Director Of Communication
27 Daniel Wackerhagen Southern Baptist Foundation Ordained Minister
28 Art Long Southern Baptist Foundation Preacher
29 Warren Peek Southern Baptist Foundation President And Chief Executive Officer
30 Jess Eccher Haloroc Holdings Director Of Marketing
31 Paul Drake Nexus Global Capital President And Chief Executive Officer
32 Newt Pate Monteagle Partners Partner
33 Cortney Cost Kraft Asset Management, Llc Chief Compliance Officer And Associate Wealth Advisor
34 David Costello Pfm Advisor Chief Operations Officer
35 Sam Bills Bills Asset Management Chief Executive Officer
36 Stan Rogers Laffer Investments Portfolio Manager