Tranquility Partners, LLC logo

Tranquility Partners, LLC

Updated today

Client assets under management

$879,955,920

Clients

243

41% high-net worth

Advisors

7

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

35

Low

Average account size

$3,621,218

About

Tranquility Partners serves primarily individual and high-net-worth clients, managing approximately $897 million in client assets across about 243 accounts with a team of seven advisors. The firm provides ongoing wealth management and portfolio management, creates an Investment Policy Statement for each client, and also offers ongoing family office services such as cashflow analysis, comprehensive reporting, wealth transition planning, and coordination with outside advisors.

The firm typically manages client assets on a discretionary basis and employs a wide set of analytical techniques — including charting, fundamental, technical, cyclical, quantitative analysis and modern portfolio theory — to construct portfolios. Investment implementation can be broad and active: Tranquility Partners uses long- and short-term trading, margin transactions, and may employ options and short sales, and it includes alternatives such as private real estate, private equity/venture capital, REITs and precious-metal ETFs among allowable investments.

Compared with many team firms, Tranquility Partners is notable for its relatively high assets per client and its explicit family office offering alongside standard AUM-based wealth management. The firm also recommends and coordinates with established institutional sub‑advisers (e.g., BlackRock, Lazard, Neuberger Berman and others) without receiving compensation from those sub‑advisers, and it maintains custody relationships with both Schwab and Fidelity that provide institutional support and other third‑party benefits.

Client services

Financial planning Portfolio management

Expertise

Private / alternative investments Options & derivatives strategies Annuities Real estate investing

Fee options

Percentage

$0 - $10,000,000: 1.00% $10,000,000 - $20,000,000: 0.75% $20,000,000 - $30,000,000: 0.65% $30,000,000+: 0.50%

Other

Account minimum: $1,000 Fee-only: Wealth Management fees based on tiered AUM schedule; Family Office fees also tiered (1.25%, 0.95%, 0.80%, 0.60%)

Main office location

Tranquility Partners, LLC

5214 Maryland Way, Suite 405

Brentwood TN 37027, United States

Number of offices

1

Most active in

Louisiana · Tennessee · Texas

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

Tyler C

Series 65

Brentwood, TN

Tranquility Partners, LLC

Tyler Cohen is a financial advisor at Tranquility Partners, LLC in Brentwood, TN, holding a Series 65 designation with four years of industry experience. He has worked at Tranquility Partners since 2021 and previously held roles at UBIX Now and Dolphin Beach Service. Tranquility Partners provides ongoing portfolio management and family office services to individuals and families, including high-net-worth clients. The firm manages approximately $847 million across about 239 client relationships, offering tailored investment policy statements, asset allocation, and coordination with outside advisers.

Private / alternative investments Options & derivatives strategies Annuities Real estate investing
user avatar

Nathaniel S

Series 65

Brentwood, TN

Tranquility Partners, LLC

Nathaniel Sems is a financial advisor at Tranquility Partners, LLC in Brentwood, TN, holding a Series 65 license with one year of industry experience. He joined Tranquility Partners in 2024 after completing his studies from 2014 to 2023. Tranquility Partners provides portfolio management and family office services primarily to individuals and families, including high-net-worth clients, managing approximately $847 million across 239 client relationships. The firm employs a combination of fundamental, technical, and quantitative investment strategies and offers customized investment policy statements and coordination with outside advisers.

Private / alternative investments Options & derivatives strategies Annuities Real estate investing
user avatar

John C

CFA®, Series 65

Brentwood, TN

Tranquility Partners, LLC

John Crawford is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has been with Tranquility Partners, LLC since 2015 and also consults episodically with healthcare service companies through Optra Partners, LLC. Tranquility Partners, LLC is a team-based firm managing approximately $847 million across 239 client relationships, offering portfolio management and family office services primarily to individuals and families. The firm uses a combination of analytic methods and provides tailored investment policy statements and coordination with outside advisers.

Private / alternative investments Options & derivatives strategies Annuities Real estate investing
user avatar

April P

Series 63, Series 65

Brentwood, TN

Tranquility Partners, LLC

April Pica is a financial advisor at Tranquility Partners, LLC with 27 years of industry experience. She has held roles at Tranquility Partners since 2016 and previously worked at Avondale Partners, LLC from 2001 to 2016. She holds Series 63 and Series 65 designations. Tranquility Partners provides ongoing portfolio management and family office services to individuals and families, including high-net-worth clients. The firm employs a combination of fundamental, technical, and quantitative methods, offers tailored investment policy statements, and coordinates with outside advisers, managing approximately $847 million across around 239 client relationships.

Private / alternative investments Options & derivatives strategies Annuities Real estate investing
user avatar

Jordan B

Series 65

Brentwood, TN

Tranquility Partners, LLC

Jordan Baker is a financial advisor at Tranquility Partners, LLC, holding a Series 65 designation with six years of industry experience. He has been with Tranquility Partners since 2019. Tranquility Partners provides portfolio management and family office services to individuals and families, including high-net-worth clients and others. The firm manages approximately $847 million across about 239 client relationships, offering tailored investment policy statements, asset allocation, and coordination with outside advisers.

Private / alternative investments Options & derivatives strategies Annuities Real estate investing
user avatar

James B

Series 65

Brentwood, TN

Tranquility Partners, LLC

James Baker is a Series 65-licensed financial advisor at Tranquility Partners, LLC in Brentwood, TN, with five years of industry experience. His prior roles include positions at Nashville Capital Network and Stephens Inc., as well as a brief tenure with Atlas Holdings LLC and The Memphis Grizzlies. Tranquility Partners is a team-based firm managing approximately $847 million across 239 client relationships, offering portfolio management and family office services primarily to individuals and families. The firm employs a combination of analytic methods and provides tailored investment policy statements, with a formal family office service covering wealth transition planning and charitable implementation.

Private / alternative investments Options & derivatives strategies Annuities Real estate investing
user avatar

James B

Series 63, Series 65

Brentwood, TN

Tranquility Partners, LLC

James Baker is a financial advisor at Tranquility Partners, LLC with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Tranquility Partners since 2015. Tranquility Partners provides portfolio management and family office services primarily to individuals and families, including high-net-worth clients. The firm manages approximately $847 million across about 239 client relationships, offering tailored investment policy statements, asset allocation, and coordination with outside advisers.

Private / alternative investments Options & derivatives strategies Annuities Real estate investing
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