# Caldwell Partners

Caldwell Partners is a RIA based in Brentwood, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Brentwood, United States
- **Region:** North America
- **Address:** Brentwood, TN, United States
- **Founded:** 1991
- **Assets under management:** Undisclosed
- **Website:** caldwellgroupllc.com

## Regulatory record

- **Reports private funds:** No

## About

Through our registered investment advisory firm, Caldwell Advisors, LLC, we can help implement a number of strategies right for you.

## Sectors

- Wealth Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Insurance

## People

- 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

## 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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Last updated: 2026-06-03T20:00:00.000Z

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