STIVERS WEALTH MANAGEMENT

RIASEC Registered
Total AUM
$27.6M
Discretionary
$0
0% of AUM
Avg account
$485K
Accounts
57
Employees
2
Advisory reps
2

Firm details

Headquarters
KNOXVILLE, Tennessee
CRD number
336300
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals65.28%
  • HNWI34.72%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Stivers Wealth Management is a privately owned LLC that provides advisory services to individuals and families, with a fee model based on a percentage of assets under management. The firm focuses on portfolio management for individuals and small businesses and also serves as a capital allocator by selecting third‑party advisers and managers on behalf of clients. It is not an active ESG investor, does not operate as a multi‑state adviser, and does not position itself as a pension consultant. The business shows an insurance industry connection and uses annuities in client solutions.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 57%, Exchange Traded Equities 22%, US Government Bonds 7%, Other 7%, Cash & Cash Equivalents 4%57%
  • Non-Exchange Traded Equities57%
  • Exchange Traded Equities22%
  • US Government Bonds7%
  • Other7%
  • Cash & Cash Equivalents4%

Contacts

2 of 2
  • BRIAN STIVERS

    Founding PartnerCRD 2297625

  • Justin Stivers

    Managing PartnerCRD 7454194

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

KNOXVILLE, TN

KNOX

Location

KNOXVILLE, TN

Headquartered in KNOXVILLE, TN, anchoring the Knoxville-Morristown-Sevierville, TN metro in the South.

Metro area
Knoxville-Morristown-Sevierville, TN
Region
South
County
KNOX
Address
135 Fox Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth