John
Maggart

Wiley Bros.-Aintree Capital, LLC

CRD#834039
Investment Advisor
in Nashville, TN

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About this Advisor

John Maggart is a financial advisor operating in Nashville, Tennessee with 19 years of industry experience. Maggart currently works for Wiley Bros.-Aintree Capital, LLC. They have spent their entire employment at Wiley Bros.-aintree Capital, Llc. Maggart holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Alabama, Arkansas, California, Colorado, Florida, Georgia, Idaho, Indiana, Louisiana, New Mexico, New York, North Carolina, Tennessee, Texas and Virginia. Wiley Bros.-Aintree Capital, LLC is an advisory firm that has its headquarters in Nashville, TN. It has a total of 50 people on staff. It oversees $664 million in total assets between its 1,810 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm serves two charities and foundations. Wiley Bros.-Aintree Capital, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial management typically depend on which services the firm provides the client. Fee types charged by Wiley Bros.-Aintree Capital, LLC most likely consist of some blend of asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

40 Burton Hills Blvd Suite 350
Nashville, TN 37215

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Wiley Bros.-Aintree Capital, LLC Brokerage Details

Total Assets Under Management

$663,841,896

TN Average: $730,596,643
Total Number of Employees

50

TN Average: 15
Total Number of Accounts

1,810

TN Average: 968
Average Account Size

$366,763

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

John Maggart Work History

John has been registered as a financial advisor for 19 years.*

1994 - Present (30 years)

Wiley Bros.-Aintree Capital, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Maggart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wiley Bros.-Aintree Capital, LLC

Frank Phillips
Nashville, TN
Richard Kintz
Nashville, TN
Mechel Frost
Nashville, TN
Catherine Lane
Nashville, TN
Sylvia Menz
Nashville, TN
Emily Samuel
Nashville, TN
Allie Long-Innes
Nashville, TN
Thomas Espy
Nashville, TN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, 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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