# Processus Wealth & Capital Management

Processus Wealth & Capital Management is a Bank / Wealth / Trust based in Brentwood, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Brentwood, United States
- **Region:** North America
- **Address:** Brentwood, TN, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** processuswealth.com
- **LinkedIn:** https://linkedin.com/company/processus-wealth-&-capital-management-llc

## About

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.

## People

- J. Chad Jordan — Co-Founder & Wealth Strategist
- Grady C. Tabor — Co-Founder & Chief Investment Officer

## Questions

### How is Processus structured in terms of client count and service model?

Processus deliberately limits its client base to a handful of high-net-worth individuals and business owners. The firm states this allows it to personally manage each relationship, meticulously evaluate financial needs, and develop customized solutions rather than applying a standardized model to a large client roster.

### Does Processus invest its own capital alongside clients?

Yes. The firm discloses that its principals invest a large portion of their personal investment assets in the same strategies they implement for clients. This co-investment practice is presented as a mechanism for aligning the firm's interests with those of its clients.

### What types of clients does Processus Wealth & Capital Management advise?

Processus advises high-net-worth individuals in addition to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm does not publicly segment these clients by asset size or investment mandate.

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Last updated: 2026-07-06T00:37:21.299Z

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