Studdard Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$27,564,210
Total clients
74
9% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
74
Average account size
$372,489
About
The firm is a single-advisor independent registered investment adviser that serves individual and high-net-worth clients, offering financial planning and discretionary portfolio management. The brochure states the firm generally requires a $250,000 minimum (waivable) and reports managing about $28.5 million on a discretionary basis.
The firm’s investment approach combines asset allocation with both fundamental and technical analysis and can employ a range of securities including equities, fixed income, ETFs and options. Portfolio management clients receive an annual review of a written financial plan and related services (including a tax-plan review provided through Sarasota Tax Planning, automobile purchase analysis, and real estate investment analysis), and the management fee includes a subscription to the adviser’s weekly market update newsletter at no charge.
Compared with many peers, the firm discloses use of borrowing in separately managed accounts to implement strategies, a practice that is uncommon among independent advisers. The brochure also discloses the principal’s part-time non-advisory business activities in real estate franchising and a holding interest in a funeral-home/cemetery business, which are managed outside the advisory practice and noted in the firm’s disclosures.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
Wealth management
Business exit / sale strategy
Tax strategies for small businesses
Real estate investing
Occupation focus
Founder/Business Owner
Fee options
Fixed fees ranging from $500 to $5,000 for complex financial planning or consulting services
$0 - $250,000: 2.1% $250,001 - $500,000: 1.75% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% $1,000,000+: 1.00%
Up to $250 per hour for financial planning services
Account minimum: $250,000 Fee-only: Hourly rate up to $250/hour for financial planning; Fixed fees range from $500 to $5,000 for complex financial planning
Main office location
Studdard Financial, LLC
1922 Exeter Rd, Suite 23
Germantown TN 38138, United States
Number of offices
1
Most active in
Studdard Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Tennessee · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
-
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.
Forms ADV
Quick links
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