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Bills Asset Management (Franklin)


Bills Asset Management is an adviser based in Franklin. It manages $58.34 million of regulatory assets for 491 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Tennessee and Texas.

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Bills Asset Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bills Asset Management: assets under management

The assets under management (AUM) of Bills Asset Management is $58.34 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 69% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $58.34 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $118.82 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bills Asset Management for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Franklin

The principal office where Bills Asset Management performs its advisory services is located at 3001 Flagstone Drive, Franklin, TN 37069, which is also the mailing address of the firm. An additional office of the firm is in Knoxville, TN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 615-371-5928 or by fax 615-250-4903. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.billsasset.com.


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