Reported as registered
LEADING EDGE FINANCIAL PLANNING LLC
CRD 277149 · SEC 801-120413
KNOXVILLE, TN
Source release August 3, 2026 · retrieved August 18, 2026
Firms
Research an investment firm
Search SEC/IARD adviser-firm records by firm name, CRD, SEC number, or location. We organize the official evidence. The consumer decides.
- Sourced firms
- 23,622
- Reported as registered
- 16,783
- Pending / 120-Day
- 235
- Exempt reporting
- 6,604
- Latest sourced release
- August 3, 2026 · retrieved August 18, 2026
264 sourced firms · query 56 ms
Reported as registered
LECONTE WEALTH MANAGEMENT, LLC
CRD 168539 · SEC 801-78438
MARYVILLE, TN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LEE DANNER & BASS INC
CRD 111002 · SEC 801-30924
NASHVILLE, TN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LEGACY WEALTH MANAGEMENT, LLC
CRD 108619 · SEC 801-18073
MEMPHIS, TN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC
CRD 127618 · SEC 801-130899
NASHVILLE, TN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LFM CAPITAL
CRD 173834 · SEC 801-110374
NASHVILLE, TN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LUKEN INVESTMENT ANALYTICS, LLC
CRD 169008 · SEC 801-112496
BRENTWOOD, TN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MALT PARTNERS MANAGEMENT LLC
CRD 337855 · SEC 801-134342
NASHVILLE, TN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MARSH WEALTH MANAGEMENT, LLC
CRD 282111 · SEC 801-130732
KNOXVILLE, TN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MARTIN & COMPANY INVESTMENT COUNSEL
CRD 108718 · SEC 801-55241
KNOXVILLE, TN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MCCAY WEALTH ADVISORY LLC
CRD 286503 · SEC 801-114039
MANCHESTER, TN
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MCWHORTER VENTURES, LLC
CRD 328230 · SEC 802-130307
NASHVILLE, TN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MEMPHIS CAPITAL MANAGEMENT, LLC
CRD 134522 · SEC 801-67102
MEMPHIS, TN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MERCURY INVESTMENT GROUP
CRD 125245 · SEC 801-121636
MEMPHIS, TN
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MGC VENTURE PARTNERS 2018 GP, LLC
CRD 298455 · SEC 802-114038
NASHVILLE, TN
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MGP VENTURE FUND III GP, LLC
CRD 318455 · SEC 802-123297
NASHVILLE, TN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MISSION VALUE PARTNERS, LLC
CRD 153704 · SEC 801-71375
NASHVILLE, TN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MOON CAPITAL MANAGEMENT, LLC
CRD 107612 · SEC 801-49240
KNOXVILLE, TN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MRWM CAPITAL MANAGEMENT, LLC
CRD 336384 · SEC 801-133901
NASHVILLE, TN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MUSIC ROW WEALTH MANAGEMENT
CRD 288944 · SEC 801-110818
NASHVILLE, TN
Source release August 3, 2026 · retrieved August 18, 2026