Firm profile

SANFORD C. BERNSTEIN & CO., LLC

NASHVILLE, TNCRD 104474Latest ADV March 30, 2026

Sanford C. Bernstein & Co., LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Nashville, TN.

Assets Under Management
$1.2B
Employees
Offices
23 offices
Total Clients
112
Primary office
NASHVILLE, TN
501 COMMERCE STREET, NASHVILLE, TN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEORichard Edward Meyers
CCODaniel Eugene Wright
CFOGary Michael Krueger

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

6 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 87.5% of total clients.
Top client categories% of clientsClients
1
HNWI
87.5%
98
2
Pooled Investment Vehicles
4.5%
5
3
Charitable
4.5%
5
4
Pension Plans
0.9%
1
5
Government
0.9%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.2Bas of March 30, 2026
Discretionary96.6%
$1.2B
97% of total RAUM96.6%
Non-discretionary3.4%
$41M
3% of total RAUM3.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$1.2B
Total Accounts139
10Y AUM Change$-6.7B (-84.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees
Clients per Employee
10Y Employee Change0

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.