T
Tenet Portfolio Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Tenet Portfolio Management focuses on institutional and pooled-asset clients — including endowments, foundations, corporations, trusts, non‑profits and family offices — and also offers private wealth and consulting services. The firm operates on a fee‑only basis and, per its brochure, is newly registered and reported no assets under management as of December 31, 2025.
The firm provides both discretionary portfolio management (including OCIO services) and non‑discretionary guidance, working directly with boards, trustees, investment committees, and family councils to draft Investment Policy Statements, perform third‑party manager research, and oversee implementation. Investment work is guided by asset allocation principles and a blend of passive and active strategies, with portfolio construction tailored to client constraints such as risk/return profile, liquidity, and portfolio size.
Compared with many peers, Tenet emphasizes a formal employee retirement plan practice that offers ERISA Section 3(21) plan‑level and participant‑level non‑discretionary advice, vendor benchmarking, fee analysis, participant education, and conversion support — services that are relatively uncommon among firms in this category. The firm also employs alternative billing arrangements beyond percentage‑of‑AUM fees, including hourly and fixed‑fee project engagements for financial planning and consulting, and is led by an adviser with extensive corporate finance, treasury and plan‑consulting experience.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Equity compensation tax strategy
Cash flow / budgeting
Occupation focus
Executive
Founder/Business Owner
Demographic focus
Mid-Career Professionals
Approaching retirement
Fee options
Project-Based Financial Planning: $2,500 to $15,000 fixed fee; Consulting Services: up to $10,000 per month or $30,000 per quarter fixed fee
$0 - $10,000,000: 0.45% non-discretionary; 0.60% discretionary (Institutional Services) $10,000,001 - $25,000,000: 0.35% non-discretionary; 0.50% discretionary (Institutional Services) $25,000,001+: 0.25% non-discretionary; 0.40% discretionary (Institutional Services) $0 - $500,000: 1.25% (Private Wealth Services Investment Management) $500,001 - $1,000,000: 1.10% (Private Wealth Services Investment Management) $1,000,001 - $2,500,000: 1.00% (Private Wealth Services Investment Management) $2,500,001 - $5,000,000: 0.90% (Private Wealth Services Investment Management) $5,000,001 - $10,000,000: 0.75% (Private Wealth Services Investment Management) $10,000,001+: 0.60% (Private Wealth Services Investment Management) $0 - $3,000,000: 1.00% (Employee Retirement Plan Services) $3,000,001 - $5,000,000: 0.75% (Employee Retirement Plan Services) $5,000,001 - $10,000,000: 0.50% (Employee Retirement Plan Services) $10,000,001+: 0.35% (Employee Retirement Plan Services)
Project-Based Financial Planning: $200 to $550 per hour
Minimum fee: $15,000 minimum annual fee for Institutional Services discretionary management Fee-only: Ongoing Comprehensive Financial Planning: $150 to $1,000 per month or $450 to $3,000 per quarter (fixed recurring fee); Project-Based Financial Planning: $2,500 to $15,000 fixed fee or $200 to $550 hourly rate; Consulting Services: up to $10,000 per month or $30,000 per quarter fixed fee
Main office location
Tenet Portfolio Management
Nicholasville KY, United States
Number of offices
1
Most active in
Tenet Portfolio Management has reported serving >5 clients in these states in the last 12 months.
Kentucky
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
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