Pope Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Memphis, TN. Its latest Form ADV filing, dated March 27, 2026, reports $115M in regulatory assets under management, 3 employees, and 59 accounts.
Assets Under Management
$115M
Employees
3
Offices
--
Total Clients
59
Primary office
MEMPHIS, TN
5100 POPLAR AVENUE, SUITE 3120, MEMPHIS, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 96.6% of total clients.
Top client categories% of clientsClients
1
HNWI
96.6%
57
2
Charitable
3.4%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$115Mas of March 27, 2026
Discretionary100.0%
$115M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$115M
Total Accounts59
10Y AUM Change$-202M (-63.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee20:1
10Y Employee Change-2 (-40.0%)
* 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.