Council Capital Funds Management, LLC
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Overview
Council Capital Funds Management, LLC is a financial advisor firm headquartered in Nashville, Tennessee. The company has $406.2 million in total assets over six client accounts, placing it among the larger firms in the nation by assets under management (AUM). The firm has a small team, including 4 financial advisors. Council Capital Funds Management, LLC is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are tradable fiscal assets like stocks, bonds and options.
Council Capital Funds Management, LLC administers all of its accounts on a discretionary basis. Discretionary management signifies that an investment advisor makes transaction choices for the client's account without requiring client authorization. Council Capital Funds Management, LLC's typical account size is $67.7 million. The average advisor at Council Capital Funds Management, LLC manages about two client accounts, placing it among the most individualized financial advisor firms in the country.
The company's headquarters is at 30 Burton Hills Blvd, Suite 576, Nashville, Tennessee 37215. It is permitted to provide services to clients in the state of Tennessee.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Council Capital Funds Management, LLC by the Numbers
$406.2 million
11
6
$67.7 million
Fee Structure
Fees charged by financial advisors largely are based on which services are offered. Fees billed by the firm can include some combination of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles. Out of its six clients, Council Capital Funds Management, LLC's largest client group is pooled investment vehicles. None of the firm's accounts reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Council Capital Funds Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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