ARROW ALLIANCE

RIASEC Registered
Total AUM
$54.6M
Discretionary
$54.6M
100% of AUM
Avg account
$423K
Accounts
129
Employees
2
Advisory reps
2

Firm details

Headquarters
FRANKLIN, Tennessee
CRD number
318519
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 50%, Exchange Traded Equities 40%, State & Local Bonds 8%, US Government Bonds 1%, Cash & Cash Equivalents 1%50%
  • Public Funds/Mutual Funds50%
  • Exchange Traded Equities40%
  • State & Local Bonds8%
  • US Government Bonds1%
  • Cash & Cash Equivalents1%

Contacts

2 of 2
  • THEODORE NIELSEN

    Senior AssociateCRD 6779271

  • GRAYSON GARVIN

    Founder and PrincipalCRD 5990637

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth