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CRD 109779
NASHVILLE, TN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Lindsay Anne Youngbauer | Certified Financial Planner | NASHVILLE, TN | 6 | 13 | n/a | no |
| Cade Jeffery Schacher | Certified Financial Planner | NASHVILLE, TN | 5 | 10 | n/a | no |
| Brian James Kopinski | Chartered Financial Analyst | NASHVILLE, TN | 5 | 14 | n/a | no |
| Jason Bonn | Certified Financial Planner | NASHVILLE, TN | Austin, TX | 4 | 10 | 1 | no |
| ANN TAYLOR HOLLEY KNOTTS | Certified Financial Planner|Chartered Financial Analyst | NASHVILLE, TN | 4 | 12 | 1 | no |
| Andrew James Peapos | Certified Financial Planner | NASHVILLE, TN | 3 | 12 | 1 | no |
| Jack Dupuy | Chartered Financial Analyst | NASHVILLE, TN | 2 | 10 | n/a | no |
| Nicole Catherine Hughes | Certified Financial Planner | NASHVILLE, TN | 1 | 10 | 1 | no |
| Carolyn Grace Bennett | Chartered Financial Analyst | NASHVILLE, TN | 1 | 11 | n/a | no |
| STEPHEN ADLER FROHSIN | n/a | NASHVILLE, TN | 0 | 28 | 1 | no |
| WILL E SETTLE | n/a | NASHVILLE, TN | 0 | 25 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| WOODMONT PARTNERS FUND, LP | Hedge Fund | $15.7M | Mar 27, 2015 | 25 | Jul 2, 2013 | dropped | 021-1578529 |
| TELEION FUND I, LP | Hedge Fund | $8.3M | Jun 23, 2020 | 4 | Mar 29, 2012 | dropped | 021-43675 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| FROHSIN, STEPHEN, ADLER | Principal | C | yes | 11/2004 | Mar 20, 2026 | Mar 20, 2026 |
| SETTLE, WILL, E | Principal | C | yes | 04/2011 | Mar 20, 2026 | Mar 20, 2026 |
| SSC WIC HOLDINGS, LLC | Owner | C | yes | 02/2023 | Mar 20, 2026 | Mar 20, 2026 |
| BENEDICT, JOSEPH, KEITH | MANAGING MEMBER | E | yes | 02/2023 | Mar 31, 2023 | Nov 5, 2024 |
| Bennett, Carolyn, Grace | PRINCIPAL, CSO | Na | no | 02/2023 | Mar 20, 2026 | Mar 20, 2026 |
| Hughes, Nicole, Catherine | Coo | Na | no | 02/2023 | Mar 20, 2026 | Mar 20, 2026 |
| KNOTTS, ANN TAYLOR, HOLLEY | Principal | Na | no | 01/2025 | Mar 20, 2026 | Mar 20, 2026 |
| Kopinski, Brian, James | CHIEF COMPLIANCE OFFICER | Na | no | 01/2024 | Mar 20, 2026 | Mar 20, 2026 |
| Youngbauer, Lindsay, Anne | Principal | Na | no | 02/2023 | Mar 20, 2026 | Mar 20, 2026 |
| KUHN, PAUL, HUBERT | Principal | Na | no | 09/2000 | Mar 29, 2012 | Nov 5, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| JEFFERSON BRIDGE CAPITAL, LLC | n/a | n/a | n/a | N | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Springfield | Tn | United States | 0 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 20, 2026 | $2.0B | $2.0B | 15 | 11 | 2 | n/a | n/a |
| 2024 | Mar 20, 2025 | $1.7B | $1.7B | 11 | 11 | 1 | n/a | n/a |
| 2023 | Mar 28, 2024 | $1.4B | $1.4B | 11 | 11 | 1 | n/a | n/a |
| 2022 | Mar 31, 2023 | $1.2B | $1.2B | 13 | 13 | 1 | n/a | n/a |
| 2021 | Mar 30, 2022 | $1.2B | $1.2B | 16 | 12 | 1 | n/a | n/a |
| 2020 | Mar 31, 2021 | $959M | $872M | 10 | 8 | 0 | n/a | n/a |
| 2019 | Mar 30, 2020 | $842M | $814M | 9 | 7 | 0 | 1 | $8.3M |
| 2018 | Mar 26, 2019 | $715M | $673M | 6 | 6 | 0 | 1 | $29.9M |
| 2017 | Mar 23, 2018 | $689M | $672M | 8 | 6 | 0 | 1 | $31.1M |
| 2016 | Mar 29, 2017 | $624M | $592M | 8 | 6 | n/a | 1 | $43.3M |
| 2015 | Mar 21, 2016 | $588M | $552M | 7 | 5 | n/a | 1 | $53.7M |
| 2014 | Mar 27, 2015 | $638M | $612M | 8 | 6 | n/a | 2 | $71.7M |
| 2013 | Mar 28, 2014 | $557M | $522M | 8 | 5 | n/a | 2 | $66.1M |
| 2012 | Mar 26, 2013 | $435M | $396M | 8 | 6 | n/a | 1 | $44.5M |
| 2011 | Mar 29, 2012 | $397M | $359M | n/a | n/a | n/a | 1 | $36.0M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 2 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.0B | $1.7B | 15.5% | $1.2B | 17.3% | 15 | 11 | 2 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| JEFFERSON BRIDGE CAPITAL, LLC | 2 | Dec 22, 2023 | Jan 2, 2024 | NASHVILLE, TN | Team lift out | Other | 25.0% |