OM Partners, LLC
Firm details
- Headquarters
- Brentwood, Tennessee
- CRD number
- 323351
- Registered since
- September 7, 2023
Firm profile
FINTRXOverview
OM Partners, LLC is organized as a limited liability company and is listed in FINTRX as an unclassified advisory entity. Ownership is shown as a mix of a domestic entity and an individual. The dataset provides minimal detail on the firm's client segments, fee arrangements, or the specific advisory services it offers. On investment posture, OM Partners does not identify itself as a capital allocator and is not flagged as an active ESG investor. It is also not designated as a pension consultant, related adviser, or multi‑state adviser, and it is not marked as a newly formed adviser. Those attributes suggest a relatively narrow operational profile in the available records, but the firm’s investment strategies, product lineup, and target clientele are not described in the source data.
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
Contacts
3 of 7
Lindsey Hicks
Client AssociateCRD 7140199

Nicholas Carteaux
Partner, Co-FounderCRD 2648301

Jack Jeong
PartnerCRD 5580812
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Brentwood, TN
Williamson
Location
Brentwood, TN
Headquartered in Brentwood, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Williamson
- Address
- 8 Crooked Stick Ln
- Time zone
- CT (UTC-6)
- Office locations
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