Stivers Wealth Management logo

Stivers Wealth Management

Updated today

Client assets under management

$27,644,781

Clients

57

9% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

29

Low

Average account size

$484,996

About

Stivers Wealth Management provides ongoing portfolio management and financial planning primarily for individual investors, including high-net-worth clients, and documents client objectives in an Investment Policy Statement. The firm advises on mutual funds, equities, fixed income, ETFs, and insurance products and typically charges asset‑based advisory fees.

Stivers Wealth implements client strategies largely by recommending and monitoring unaffiliated third‑party investment managers and has a formal co‑advisor arrangement that places day‑to‑day portfolio implementation with the sub‑adviser while Stivers Wealth maintains the client relationship and periodic reviews. Its investment approach relies on a mix of fundamental, modern portfolio theory, quantitative and technical analysis and emphasizes long‑term trading; the firm does not take discretionary trading authority over client accounts.

Distinctive features in the brochure include advisors’ roles as licensed insurance agents and the firm’s offering of annuities and structured settlement consulting, with commissions disclosed as potential conflicts of interest, and the addition of an insurance‑linked custodian (Jackson National Asset Management). The firm also reports only non‑discretionary assets under management, requires clients to use specified custodians, and does not aggregate trades across multiple client accounts.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Annuities

Fee options

Percentage

$0 - $2,000,000: 1.50% $2,000,001 - $5,000,000: 1.30% $5,000,001+: 1.00%

Main office location

Stivers Wealth Management

135 Fox Road, Suite H

Knoxville TN 37922, United States

Number of offices

1

Most active in

Tennessee

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Brian S

Series 63, Series 65

Knoxville, TN

Stivers Wealth Management

Brian Stivers is a financial advisor with Stivers Wealth Management in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at CoreCap Advisors and USA Financial Securities Corporation. He is also involved in the sales and service of health insurance, life insurance, and annuities through Stivers Wealth Management. Stivers Wealth Management provides portfolio management and co-advisory services to individuals and high-net-worth clients, operating in partnership with a third-party manager that handles investment management and trade execution. The firm uses a combination of fundamental analysis, modern portfolio theory, quantitative and technical methods within a long-term trading strategy.

Annuities
user avatar

Justin S

CFP®, Series 63, Series 65

Knoxville, TN

Stivers Wealth Management

Justin Stivers is a CFP® professional at Stivers Wealth Management in Knoxville, TN, with four years of industry experience. He previously worked at CoreCap Investment Advisors and operated his own law firm, The Law Offices of Justin B Stivers. In addition to his advisory role, he is a licensed insurance agent. Stivers Wealth Management provides portfolio management and co-advisory services to individuals and high-net-worth clients, partnering with a third-party manager to handle investment management and trade execution while maintaining client relationships and oversight. The firm uses a combination of fundamental analysis, modern portfolio theory, and quantitative methods with a long-term trading approach.

Annuities
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