ARROW ALLIANCE
Firm details
- Headquarters
- FRANKLIN, Tennessee
- CRD number
- 318519
- Website
- arrowalliancellc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI96.94%
- Individuals3.06%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Arrow Alliance is an independent, individual-owned registered investment adviser organized as an LLC that serves individual and family clients. The firm operates as a capital allocator, combining financial planning with portfolio management for individuals and small businesses and the selection of third‑party advisers. Its fee model includes both percentage-of-assets and fixed-fee arrangements. According to available filings, Arrow Alliance does not position itself as an active ESG investor and is not registered as a multi‑state adviser. The firm reports providing traditional advisory services—financial planning, discretionary portfolio management, and manager selection—rather than pension consulting or related‑adviser activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities40%
- State & Local Bonds8%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
2 of 2THEODORE NIELSEN
Senior AssociateCRD 6779271
GRAYSON GARVIN
Founder and PrincipalCRD 5990637
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FRANKLIN, TN
WILLIAMSON
Location
FRANKLIN, TN
Headquartered in FRANKLIN, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- WILLIAMSON
- Address
- 6700 Tower Cir
- Time zone
- CT (UTC-6)
- Office locations
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