Agp Franklin, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Franklin, TN. Its latest Form ADV filing, dated April 7, 2026, reports $247M in regulatory assets under management, 7 employees, 1 office, and 733 accounts.
Assets Under Management
$247M
Employees
7
Offices
1 office
Total Clients
456
Primary office
FRANKLIN, TN
3326 ASPEN GROVE DRIVE, SUITE 602, FRANKLIN, TN, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.4% of total clients.
Top client categories% of clientsClients
1
Individuals
81.4%
371
2
HNWI
18.6%
85
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$247Mas of April 7, 2026
Discretionary86.1%
$213M
86% of total RAUM86.1%
Non-discretionary13.9%
$34M
14% of total RAUM13.9%
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$247M
Total Accounts733
10Y AUM Change+$247M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee65:1
10Y Employee Change+1 (+16.7%)
* 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.