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Caldwell Partners
Caldwell Partners is a ria based in Brentwood, founded 1991; the Altss profile covers its classification, headquarters, registration, AUM band, and key...
Overview
Through our registered investment advisory firm, Caldwell Advisors, LLC, we can help implement a number of strategies right for you.
General information
Firm type
RIA
Year founded
1991
Location
Region
North America
Country
United States
City
Brentwood
Corporate office
Brentwood, TN, United States
Principals
Billy Ray Caldwell Jr.
President
Natasha L. Smith
Chief Operating Officer/Chief Compliance Officer
Aaron Zauner
Wealth Management Advisor
Bentley London
Wealth Management Advisor
Colin Caldwell
Financial Advisor
David Dorsett
Client Relationship Manager
Debra Starnes
Client Service Associate
Sector focus
Frequently asked questions
Who runs investment decisions at Caldwell Partners?
Billy Ray Caldwell Jr., founder and President, leads the firm's advisory and investment strategies. Chief Operating Officer Natasha L. Smith oversees compliance and operations. All advisors operate under Caldwell Advisors, LLC, a registered investment adviser.
Does Caldwell Partners participate in fund commitments or only direct deals?
The firm does not disclose fund commitments or direct deal activity. Its website focuses on individualized wealth management strategies, retirement planning, estate conservation, and insurance, with no mention of private equity, venture capital, or institutional allocations.
What investment stages does Caldwell Partners typically target?
Caldwell Partners does not target specific investment stages. The firm addresses wealth management for clients at various life stages, including retirement-income planning, college savings, and general portfolio construction across public markets.
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