Center Street Advisors, Inc. is a multi-state adviser based in Nashville. It manages $75.66 million of regulatory assets for 728 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 32 other states.
Center Street Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, educational seminars and workshops, and co-advisory agreement. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Center Street Advisors, Inc. is $75.66 million. The firm's AUM has grown by 39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Center Street Advisors, Inc. for their services and products based on a percentage of assets under management and fixed fees. 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.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Thomas Samuel Lisk is individuals with 709 clients and $60.96 million of assets under management. Among the 2 most similar advisory firms, Center Street Advisors has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $75.66 million for 728 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Center Street Advisors doesn't advise any private funds.
The company employs 67 people that are either part- or full-time employees. 99 percent of the employees work as investment advisers or researchers. 64 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Thomas Samuel Lisk has been acting as President since 1 Aug 2013. Billy James Aycock joined the executive team most recently as the Chief Compliance Officer.
The principal office where Center Street Advisors, Inc. performs its advisory services is located at 2740 Old Elm Hill Pike, Nashville, TN 37214, which is also the mailing address of the firm. An additional office of the firm is in Upland, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 615-690-3580 or by fax 615-690-3599. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.