Processus Wealth & Capital Management, LLC (Franklin)


Processus Wealth & Capital Management, LLC is an adviser based in Franklin. It manages $53.31 million of regulatory assets for 102 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Alabama and Tennessee.

Processus Wealth & Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Processus Wealth & Capital Management: assets under management

The assets under management (AUM) of Processus Wealth & Capital Management, LLC is $53.31 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $53.31 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $522.65 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Processus Wealth & Capital Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Franklin

The principal office where Processus Wealth & Capital Management, LLC performs its advisory services is located at 205 Waterbury Circle, Franklin, TN 37067, which is also the mailing address of the firm. An additional office of the firm is in Brentwood, TN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 615-656-3745 or by fax (615) 656-3741. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.