Erisa Advisers, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Brentwood, TN. Its latest Form ADV filing, dated March 20, 2026, reports $187M in regulatory assets under management, 4 employees, and 146 accounts.
Assets Under Management
$187M
Employees
4
Offices
--
Total Clients
136
Primary office
BRENTWOOD, TN
215 CENTERVIEW DR, SUITE 110, BRENTWOOD, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 86.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
86.0%
117
2
Individuals
12.5%
17
3
Charitable
0.7%
1
4
Corporations
0.7%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$187Mas of March 20, 2026
Discretionary100.0%
$187M
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.
Total AUM$187M
Total Accounts146
10Y AUM Change+$42M (+28.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee34:1
10Y Employee Change+3 (+300.0%)
* 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.