Hadley
Doolittle

Kings Point Capital Management LLC

CRD#7507849
Investment Advisor
in Brentwood, TN

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About this Advisor

Hadley Doolittle is a chartered financial analyst based out of Brentwood, Tennessee, who has been in the financial industry for 16 years. Doolittle is an advisor for Kings Point Capital Management LLC. They have spent all of their career at Kings Point Capital Management Llc. Doolittle is registered to work in Tennessee. Kings Point Capital Management LLC is a financial advisory firm that has its headquarters in Brentwood, Tennessee. The investment advisory business has a total of 17 employees. It handles $2 billion in assets among its 1,334 customer accounts, placing it among the largest firms in the country by assets under management. The firm advises six charities and foundations. Of its 1,334 client accounts, 88% are held by high-net-worth clients who have greater than $1 million in assets. Kings Point Capital Management LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules are based on which services the firm provides the client. However, fees billed by Kings Point Capital Management LLC typically consist of asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

112 Westwood Place Suite 210
Brentwood, TN 37027

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Kings Point Capital Management LLC Brokerage Details

Total Assets Under Management

$1,697,342,447

TN Average: $7,464,549,021
Total Number of Employees

17

TN Average: 88
Total Number of Accounts

1,334

TN Average: 3,892
Average Account Size

$1,272,371

TN Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Hadley Doolittle Work History

Hadley has 16 years of experience.

2006 - Present (16 years)

Kings Point Capital Management LLC

Disclosures

Hadley Doolittle has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Kings Point Capital Management LLC

Andres Fernandez-Salvador
Great Neck, NY
Jason Beaird
Great Neck, NY
John Marshall
Great Neck, NY
Hadley Doolittle
Brentwood, TN
Jeffrey Bates
Germantown, TN
Billy Dutton
Brentwood, TN
Kenneth Lynn
Great Neck, NY

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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