BRENTWOOD, TNCRD 283478Latest ADV February 3, 2026
Tranquility Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Brentwood, TN. Its latest Form ADV filing, dated February 3, 2026, reports $897M in regulatory assets under management, 7 employees, and 950 accounts.
Assets Under Management
$897M
Employees
7
Offices
--
Total Clients
248
Primary office
BRENTWOOD, TN
5214 MARYLAND WAY, SUITE 405, BRENTWOOD, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.7% of total clients.
Top client categories% of clientsClients
1
Individuals
57.7%
143
2
HNWI
40.3%
100
3
Charitable
0.8%
2
4
Corporations
0.8%
2
5
Pension Plans
0.4%
1
Categories with <5 clients
Charitable Organizations<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$897Mas of February 3, 2026
Discretionary96.8%
$868M
97% of total RAUM96.8%
Non-discretionary3.2%
$29M
3% of total RAUM3.2%
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.
Total AUM$897M
Total Accounts950
10Y AUM Change+$796M (+786.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee35:1
10Y Employee Change+3 (+75.0%)
* 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.