SEC Form ADV

CALDWELL ADVISORS, LLC

Registered Investment AdviserTN
$351.4M
Assets Under Management
1,016
Total Clients
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Registration Details

Accession
CRD-144408
Location
BRENTWOOD, TN
Filing Date
April 7, 2026
AUM
$351.4M
Total Clients
1,016
Amendment
No

About this Adviser

CALDWELL ADVISORS, LLC is a registered investment adviser headquartered in BRENTWOOD, TN, managing approximately $351.4M in assets across 1,016 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.