A&G FINANCIAL MANAGEMENT, LLC

A&G FINANCIAL MANAGEMENT, LLC of NASHVILLE, TN is an SEC-registered investment adviser (CRD 154561). Regulatory assets under management: $23.5M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 154561
• Type: Registered investment adviser
• Location: 3200 WEST END AVENUE, NASHVILLE, TN, 37203
• Phone: 615-783-1742
• Latest filing: 2026-03-12
• Regulatory AUM: $23.5M
• Discretionary AUM: $23.5M
• Clients: 2
• Accounts: 146

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154561 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search