Proffitt & Goodson Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Knoxville, TN. Its latest Form ADV filing, dated April 15, 2026, reports $798M in regulatory assets under management, 9 employees, and 971 accounts.
Assets Under Management
$798M
Employees
9
Offices
--
Total Clients
299
Primary office
KNOXVILLE, TN
4800 OLD KINGSTON PIKE, STE 200, KNOXVILLE, TN, United States
Top client segmentHNWI represent 56.9% of total clients.
Top client categories% of clientsClients
1
HNWI
56.9%
170
2
Individuals
41.1%
123
3
Charitable
2.0%
6
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$798Mas of April 15, 2026
Discretionary97.7%
$779M
98% of total RAUM97.7%
Non-discretionary2.3%
$19M
2% of total RAUM2.3%
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$798M
Total Accounts971
10Y AUM Change+$432M (+117.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee33:1
10Y Employee Change+2 (+28.6%)
* 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.