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&Partners
David Kowach founded advisor-owned RIA &Partners in Nashville in 2023, making wealth advisors the firm's largest shareholder bloc.
&Partners
&Partners was founded in Nashville, Tennessee, in 2023 by David Kowach, a veteran wealth-management executive who serves as CEO. The firm opened its doors as an advisor-owned registered investment advisor, deliberately structuring itself so that the financial advisors it recruits constitute the largest equity bloc. That design departs from models where institutional investors or a founding family hold control, making practitioner agency the organizing principle from day one. The firm delivers wealth management, financial planning, and investment advisory services to individuals, families, high-net-worth clients, and organizations. Its advisor-owner model is designed to support client-centricity, pairing each advisory team with a dedicated investment platform and concierge-level chief investment officer access. &Partners operates as a full-service RIA, building a modern technology stack purpose-built rather than inherited from legacy platforms, and the firm maintains relationships with institutional clearing and asset-management providers to broaden product capability across US markets. &Partners launched with an experienced leadership group built around Kowach, though headcount and aggregate advisory assets remain undisclosed. The firm collocates its leadership and operations in Nashville, with no public mention of additional offices. While the platform does not publicly name portfolio holdings or co-investors, its structure allows individual advisor teams to tailor allocations to client objectives. &Partners does not operate adjacent vehicles such as a philanthropic foundation or a real-asset arm, focusing entirely on its single integrated wealth-management partnership. The structural differentiator is governance: at &Partners, the advisors collectively own the entity that employs them. That stands apart from traditional wirehouse breakaway vehicles, which typically concentrate equity among a small founding group or a parent consolidator. By distributing ownership to a broad advisor base, the firm aligns long-term succession incentives directly with the practitioners who manage client relationships — creating a governance model that treats the advisory seat as an owner’s seat rather than a rented desk.
General information
Firm type
RIA
Year founded
2023
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Nashville
Corporate office
Nashville, TN, United States
Principals
David Kowach
Founding Partner, CEO
Frequently asked questions
Who runs investment decisions at &Partners?
&Partners employs a concierge chief investment officer model that provides each advisor team with direct access to tenured investment professionals. The firm states that this structure allows finely tailored portfolio solutions for individual clients rather than a single house view. The CEO is David Kowach, who leads the firm as a founding partner.
Is &Partners structured as an independent firm or does it belong to a larger consolidator?
&Partners operates as a standalone registered investment advisor. Its equity is held predominantly by the firm's own financial advisors, making them the largest shareholder group. There is no disclosed parent company or external private-equity control stake.
How does &Partners compensate or incentivize its advisors differently from a wirehouse?
Advisors at &Partners receive both direct compensation for client work and partnership equity in the firm. The firm describes this as a model where advisors are owners rather than employees, with genuine influence over firm-level decisions and succession. The equity component is not a deferred cash plan but actual ownership of the RIA.
What does &Partners mean by a 'concierge CIO'?
The firm positions its investment team as an on-call resource for advisor teams, combining institutional-quality research with direct, responsive support. The concierge description implies a higher service ratio than a centralized model office that issues standard asset-allocation guidance.
Does &Partners manage proprietary investment products?
The firm does not publicly market proprietary funds or in-house strategies. Its public materials emphasize an open-architecture platform supported by external investment and technology partners, coupled with in-house investment professionals who generate customized recommendations.
What is &Partners' geographic footprint?
The firm is headquartered in Nashville, Tennessee. Its website does not list additional office locations, suggesting operations launch from a single headquarters. The firm's website describes serving individuals, families, high-net-worth clients, and organizations, but does not name specific regions beyond the Nashville base.
Does &Partners maintain any philanthropic or foundation structures?
No separate philanthropic entity, donor-advised fund program, or foundation affiliated with &Partners is publicly disclosed. The firm's focus, as presented in available materials, is entirely on wealth-planning and investment-advisory services through its RIA partnership.
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