Morris Nutt
Advisor at TCM
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Morris Nutt is a financial advisor at Trinity Capital Management, LLC (TCM) with 28 years of industry experience. He holds a Series 63 designation and has held roles at multiple firms, including Kingswood Wealth Advisors, LLC, Raymond James Financial Services Advisors, Inc., and his own firm, Morris Nutt Financial, LLC. Outside of his advisory work, he serves on the advisory board of Chalice Wealth Partners and is involved in providing audio devices through PRA Audio. Trinity Capital Management offers discretionary portfolio management and standalone financial planning to individuals, high-net-worth clients, trusts, retirement plans, and other entities. The firm employs a broad investment approach, including equities, mutual funds, ETFs, REITs, and private placements, and utilizes third-party money managers, sub-advisers, and model portfolios to support its client base.
Client services
Based on TCM
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Ai assisted models platform
Expertise
Based on TCM
Private / alternative investments
Real estate investing
Options & derivatives strategies
Fee options
Fixed fee financial planning options: $2,000 for 5 hours, $3,500 for 10 hours.
$250,000 - $500,000: 2.00% $500,001 - $750,000: 1.75% $750,001 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.15% Over $5,000,000+: 0.75%
Affiliated persons receive commissions for securities and insurance products separate and in addition to advisory fees.
$500 per hour for financial planning (minimum two hours).
Account minimum: $250,000 Fee-only: Financial planning fees: $500/hour (minimum two hours), $2,000 for a 5 hour session, $3,500 for a 10 hour block. Fees are negotiable.
Location
1730 S. Germantown Rd., Suite 224
Germantown, TN 38138
Most active in
Morris N has reported serving >5 clients in these states in the last 12 months.
Louisiana · Tennessee · Texas
Work history
Kingswood Wealth Advisors, LLC
2019 - 2023 (4 years)
Kingswood Capital Partners, LLC
2018 - Present (8 years)
Niagara International Capital Limited
2017 - 2018 (1 year)
Trinity Capital Management, LLC
2016 - Present (10 years)
Raymond James Financial
2009 - 2017 (8 years)
Morris Nutt Financial, LLC
2007 - 2016 (9 years)
Mid-South Commercial Properties
2005 - Present (21 years)
BNI-BUS. NETWORK INT.
2004 - 2018 (14 years)
Self Employed Insurance Sales Agent
2003 - Present (23 years)
Raymond james Financial Services, Inc
2002 - 2017 (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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