Processus Wealth & Capital Management

Processus Wealth & Capital Management

Founded in 2010 by J. Chad Jordan and Grady C. Tabor, Processus Wealth & Capital Management is a Brentwood, Tennessee-based wealth manager structured to avoid the mass-affluent assembly line. The firm states it serves only a limited number of high-net-worth individuals and business owners, a constraint that permits highly customized financial planning and investment management. Jordan operates as a Certified Financial Planner and Accredited Estate Planner; Tabor holds the CFA charter and serves as Chief Investment Officer. Processus does not disclose its asset-class mix, but its posture indicates direct management of concentrated portfolios for each relationship. The firm explicitly notes that its principals invest a large portion of their personal assets in the same strategies they implement for clients. While the firm's website lists no named portfolio companies or co-investors, its client base spans individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. The advisory practice is anchored in Brentwood, Tennessee. The firm has not published its total deployment or headcount. The two named co-founders appear to comprise the core investment and advisory team, with no additional professionals or offices disclosed. No adjacent vehicles — such as philanthropic foundations, real-asset arms, or club memberships — are publicly documented. No verifiable operational event from the last 24 months is publicly available. Processus's structural differentiator is its micro-client model: by serving only a handful of relationships, the principals are able to personally manage each engagement and evaluate financial needs without the institutional pressure to scale AUM. The deliberate co-investment practice — where Jordan and Tabor place their own capital alongside clients — creates a direct alignment mechanism that larger wealth managers typically approximate through compensation structures rather than personal balance sheets.