Processus Wealth & Capital Management

Overview

Processus Wealth & Capital Management was founded in 2010 and maintains its headquarters in Brentwood, Tennessee. The firm registered with the SEC as an investment advisor and serves a client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm's positioning reflects the growth of professional wealth in the Nashville metropolitan area, where Brentwood functions as a hub for healthcare executives, music-industry professionals, and business owners. The firm provides investment advisory services, investment management, and financial planning. As a registered investment advisor, Processus operates under a fiduciary standard, meaning it is obligated to place client interests ahead of its own when recommending securities or strategies. The firm's service model combines portfolio construction with broader financial planning, a structure common among RIAs serving high-net-worth individuals and families. Its client disclosures indicate it advises on both retirement plan assets and personal wealth, which often translates to a mix of tax-aware portfolio management, estate coordination, and retirement income planning. Processus Wealth & Capital Management lists Brentwood as its sole disclosed office location. The firm is not known to operate adjacent vehicles such as philanthropic foundations, real-asset operating companies, or co-investment clubs. The absence of additional offices or publicly named investment principals is consistent with a lean advisory practice rather than a multi-strategy asset manager. The firm's structural differentiator is its locality. Few registered investment advisors in the Brentwood–Franklin corridor combine securities advisory with financial planning under one fiduciary roof at a scale visible to SEC registration. For a family or business owner in Middle Tennessee who wants an advisor that understands local tax, real estate, and business-exit dynamics, Processus represents a known local option — but one that publishes little about its investment committee or process externally.