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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

LEE DANNER & BASS INC

CRD 111002

NASHVILLE, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9808cdf3-94e4-95c3-b57a-6ad37ff0ea19

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 1
On other graphs: 0
Observed: Mar 15, 2012 to Jul 1, 2026
28 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.87 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.0BItem 5.F on the latest filing (2026-07-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.0B
Private client RAUM: $1.7BderivedItem 5.D individuals plus high net worth individuals
Private client share: 87%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $395Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,020
Individual clients: 0
High net worth clients: 959
Custody, client assets: $790M
SEC number: 801-30924
CIK: 939219
CRD: 111002
Filings on the tape: 28
First filed: Mar 15, 2012
Latest filed: Jul 1, 2026
Organised: Corporation, TN
Website: leedannerbass.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MARK BRYAN SMITH	n/a	NASHVILLE, TN	22	37	n/a	no
LAWSON COFFEE ALLEN	n/a	NASHVILLE, TN	22	32	n/a	no
FRANCIS MARION BASS	Chartered Financial Analyst	NASHVILLE, TN	22	27	n/a	no
FRED TEMPLETON LOWRANCE	Chartered Financial Analyst	NASHVILLE, TN	11	25	n/a	no
CHRISTOPHER FORREST PREST	n/a	NASHVILLE, TN	1	22	5	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALLEN, LAWSON, COFFEE	CHAIRMAN/PRESIDENT/ DIRECTOR	B	yes	01/2022	Mar 15, 2012	Mar 27, 2024
BASS, FRANCIS, MARION	CHAIRMAN EMERITUS	A	yes	01/2022	Mar 15, 2012	Mar 27, 2024
BASS, FRANCIS, MARION	VICE-PRESIDENT/ DIRECTOR	B	yes	04/2005	Mar 15, 2012	Mar 27, 2024
SMITH, MARK, BRYAN	CHIEF COMPLIANCE OFFICER/ SECRETARY/ TREASURER/ DIRECTOR	B	yes	04/1996	Mar 15, 2012	Mar 27, 2024
WILLIAMS, ERNEST, NMN	VICE PRESIDENT/ DIRECTOR	B	yes	01/2007	Mar 15, 2012	Mar 27, 2024
LOWRANCE, FRED, TEMPLETON	VICE-PRESIDENT/ DIRECTOR	Na	no	02/2018	Mar 27, 2019	Mar 27, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$2.0B	$2.0B	11	6	0	n/a	n/a
2024	Mar 31, 2025	$1.8B	$1.8B	12	6	0	n/a	n/a
2023	Mar 27, 2024	$1.5B	$1.5B	12	6	0	n/a	n/a
2022	Mar 30, 2023	$1.4B	$1.4B	12	6	0	n/a	n/a
2021	Mar 23, 2022	$1.5B	$1.5B	12	6	0	n/a	n/a
2020	Mar 30, 2021	$1.2B	$1.2B	12	6	0	n/a	n/a
2019	Mar 31, 2020	$1.3B	$1.3B	12	6	0	n/a	n/a
2018	Mar 27, 2019	$1.1B	$1.1B	12	6	1	n/a	n/a
2017	Mar 22, 2018	$1.2B	$1.2B	12	6	1	n/a	n/a
2016	Mar 16, 2017	$1.1B	$1.1B	12	6	n/a	n/a	n/a
2015	Mar 16, 2016	$1.1B	$1.1B	12	6	n/a	n/a	n/a
2014	Mar 27, 2015	$1.2B	$1.2B	10	5	n/a	n/a	n/a
2013	Mar 25, 2014	$1.1B	$1.1B	10	5	n/a	n/a	n/a
2012	Mar 14, 2013	$941M	$941M	10	5	n/a	n/a	n/a
2011	Mar 15, 2012	$868M	$868M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	20.0%	0	1	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

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	$1.8B	12.3%	$1.4B	12.3%	11	12	0	0

Relationships

Registered with (5)

← CHRISTOPHER FORREST PRESTAdvisorregistration: current employment
Mar 25, 2025 to presentfactForm ADV
← FRED TEMPLETON LOWRANCEAdvisorregistration: current employment
May 8, 2015 to presentfactForm ADV
← FRANCIS MARION BASSAdvisorregistration: current employment
Feb 10, 2004 to presentfactForm ADV
← LAWSON COFFEE ALLENAdvisorregistration: current employment
Jan 22, 2004 to presentfactForm ADV
← MARK BRYAN SMITHAdvisorregistration: current employment
Dec 8, 2003 to presentfactForm ADV

Controls (4)

← WILLIAMS, ERNEST, NMNOwnerVICE PRESIDENT/ DIRECTOR, ownership code B, individual
Mar 15, 2012 to Mar 27, 2024factForm ADV
← BASS, FRANCIS, MARIONOwnerCHAIRMAN EMERITUS, ownership code A, individual
Mar 15, 2012 to Mar 27, 2024factForm ADV
← SMITH, MARK, BRYANOwnerCHIEF COMPLIANCE OFFICER/ SECRETARY/ TREASURER/ DIRECTOR, ownership code B, individual
Mar 15, 2012 to Mar 27, 2024factForm ADV
← ALLEN, LAWSON, COFFEEOwnerCHAIRMAN/PRESIDENT/ DIRECTOR, ownership code B, individual
Mar 15, 2012 to Mar 27, 2024factForm ADV

Owns (1)

← LOWRANCE, FRED, TEMPLETONOwnerVICE-PRESIDENT/ DIRECTOR, ownership code NA, individual
Mar 27, 2019 to Mar 27, 2024factForm ADV

Dated events

Occurred
Sep 3, 2026
Advisor changed firm
Thomas Walter Delaney left Lee Danner & Bass Inc for Valtrion Capital Management, LLC (registered 2026-09-15)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9808cdf3-94e4-95c3-b57a-6ad37ff0ea19
First observed: Mar 15, 2012
Last observed: Jul 1, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LEE DANNER & BASS INC

CRD 111002

NASHVILLE, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9808cdf3-94e4-95c3-b57a-6ad37ff0ea19

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:49 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARK BRYAN SMITH

n/a

NASHVILLE, TN

n/a

LAWSON COFFEE ALLEN

n/a

NASHVILLE, TN

n/a

FRANCIS MARION BASS

Chartered Financial Analyst

NASHVILLE, TN

n/a

FRED TEMPLETON LOWRANCE

Chartered Financial Analyst

NASHVILLE, TN

n/a

CHRISTOPHER FORREST PREST

n/a

NASHVILLE, TN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALLEN, LAWSON, COFFEE

CHAIRMAN/PRESIDENT/ DIRECTOR

yes

01/2022

Mar 15, 2012

Mar 27, 2024

BASS, FRANCIS, MARION

CHAIRMAN EMERITUS

yes

01/2022

Mar 15, 2012

Mar 27, 2024

BASS, FRANCIS, MARION

VICE-PRESIDENT/ DIRECTOR

yes

04/2005

Mar 15, 2012

Mar 27, 2024

SMITH, MARK, BRYAN

CHIEF COMPLIANCE OFFICER/ SECRETARY/ TREASURER/ DIRECTOR

yes

04/1996

Mar 15, 2012

Mar 27, 2024

WILLIAMS, ERNEST, NMN

VICE PRESIDENT/ DIRECTOR

yes

01/2007

Mar 15, 2012

Mar 27, 2024

LOWRANCE, FRED, TEMPLETON

VICE-PRESIDENT/ DIRECTOR

02/2018

Mar 27, 2019

Mar 27, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$2.0B

n/a

2024

Mar 31, 2025

$1.8B

n/a

2023

Mar 27, 2024

$1.5B

n/a

2022

Mar 30, 2023

$1.4B

n/a

2021

Mar 23, 2022

$1.5B

n/a

2020

Mar 30, 2021

$1.2B

n/a

2019

Mar 31, 2020

$1.3B

n/a

2018

Mar 27, 2019

$1.1B

n/a

2017

Mar 22, 2018

$1.2B

n/a

2016

Mar 16, 2017

$1.1B

n/a

2015

Mar 16, 2016

$1.1B

n/a

2014

Mar 27, 2015

$1.2B

n/a

2013

Mar 25, 2014

$1.1B

n/a

2012

Mar 14, 2013

$941M

n/a

2011

Mar 15, 2012

$868M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

20.0%

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

$1.8B

12.3%

$1.4B

12.3%