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C••••••••• T•••• a•• I•••••••••

CandidateNot hand-verified in 180 days· N•••ville, TN

Candidate, based in N•••ville, TN.

Composed from this office's classification, location and record.

Foundation assets
$9.1M
Form 990-PF
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Mandate
As of · the latest observation of this office; filed figures carry their own filing dates
This entity is a candidate. One public signal put it on the graph; it is not counted as a confirmed family office and nothing below should be read as saying it is one.

Nothing material in the last 365 days. Last change: 12 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 40% · 28 observations · 3 sourcesShow
CandidateNot yet hand-verified91 people · 0 investments · 0 public positions · 1 events

Why this class: in-care-of organisation on 1 private foundation(s) with $6,632,219 in assets (IRS); could be the family's investment company, its manager or its accountant.

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Profile completeness 28% (low value, unresolved; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Candidate
Description
••• Locked
Headquarters
N•••ville, TN
Office address
unknown
Business phone
unknown
Website
c•••••••••.com
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$9.1M across 1 related private foundation, per the IRS master file; the foundation's assets, not the office'sFact
Capital scale
Reported office AUM: unknown. Related foundation assets $9.1M. These are different facts and are never added together.
Classification history
  • Sep 12, 2026Candidate 40%in-care-of organisation on 1 private foundation(s) with $6,632,219 in assets (IRS); could be the family's investment company, its manager or its accountantInference
  • Sep 12, 2026Candidate 40%in-care-of organisation on 1 private foundation(s) with $6,632,219 in assets (IRS); could be the family's investment company or its accountantInference
Team
91 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
A•••••• S•••Asset Transfer OfficerLeadershipnone on record
A••••••• C••Vice President, Compliance & Asset TransferLeadershipnone on record
A••• G••••••Senior Vice President & Managing Director, Trust AdministrationLeadershipnone on record
A••••• H••••••Assistant Vice President & Trust OfficerLeadershipnone on record
A•••• D• D••••••Vice President & Director, Special Assets AdministrationLeadershipnone on record
Full team · 91 peopledecision makers first
PersonTitleResponsibilityBusiness contactSource
A••••• B••••Asset Transfer OfficerLeadershipnone on record
A•••• O•••Vice President & Trust OfficerLeadershipnone on record
B••••• J••••Senior Vice President, Managing Director, Corporate DevelopmentLeadershipnone on record
B••• L••Assistant Vice President & Trust OfficerLeadershipnone on record
B••••• P••••••Trust OfficerLeadershipnone on record
B•••• R•••Assistant Vice President & Trust OfficerLeadershipnone on record
C•••• H•••Vice President & Business Development AssociateLeadershipnone on record
C••••••• B•••••••••Vice President & Fiduciary CounselLeadershipnone on record
C••••••• L• H• B•••••••Senior Vice President & Managing Director, Trust AdministrationLeadershipnone on record
C•••• M•••••Assistant Vice President, Human ResourcesLeadershipnone on record
C•••• C••••Trust OfficerLeadershipnone on record
C•••••• K••••••••Vice President, Fiduciary CounselLeadershipnone on record
D••• M•••••D•••• M••••• joined the C••••••••• Trust team in 2024 as Managing Director, Corporate Development.Leadershipnone on record
D•••• S••••••Business Development OfficerLeadershipnone on record
D••••• F• H••• I••Vice President & Director, Special AssetsLeadershipnone on record
D••• C••••••Vice President & Trust OfficerLeadershipnone on record
D••••• S••••••Vice President & Director, Special Needs Trust AdministrationLeadershipnone on record
D•••••• K•••••••••Vice President, Corporate DevelopmentLeadershipnone on record
D••••• S•••••••Vice President & Trust OfficerLeadershipnone on record
E•••••• C•••••••• S••••••Vice President & Manager, MarketingLeadershipnone on record
E•••••••• K••••Vice President & Fiduciary CounselLeadershipnone on record
E••• H••••••••Vice President & Business Development OfficerLeadershipnone on record
E••••• M••••••Assistant Vice President & Senior Asset Transfer OfficerLeadershipnone on record
G•••• M•••••Trust OfficerLeadershipnone on record
G••• S•••••Assistant Vice President & Trust OfficerLeadershipnone on record
H•••••• L••••Vice President, Director of Human ResourcesLeadershipnone on record
H•••••• S•••••Senior Vice President & Business Development OfficerLeadershipnone on record
J•••• L•••Vice President & Trust Officer, Senior Administration ManagerLeadershipnone on record
J••••• R••••••Vice President & Senior Trust OfficerLeadershipnone on record
J•••••• K•••••••Vice President & Corporate Strategy OfficerLeadershipnone on record
K•••••• M•••••Vice President & Trust Officer, Administration ManagerLeadershipnone on record
L•••• H•••••Assistant Vice President & Trust OfficerLeadershipnone on record
L••••• S••••Assistant Vice President & Trust OfficerLeadershipnone on record
L•••• H•••••Vice President, Fiduciary & Special Assets CounselLeadershipnone on record
L••••• M•••••••••Vice President, Director of Legal & Assistant General CounselLeadershipnone on record
L•• A••• W••••••Vice President & Trust Officer, Administration ManagerLeadershipnone on record
M••• E•••••••• C••••••••Trust OfficerLeadershipnone on record
M••• W•••Client Onboarding OfficerLeadershipnone on record
M•• C•••••••Vice President & Director, Compliance & Risk ManagementLeadershipnone on record
M•••••• M•••••Assistant Vice President & Trust OfficerLeadershipnone on record
M••••••• H•••••••Manager, Corporate Development AssociateLeadershipnone on record
O••• L•••••Trust OfficerLeadershipnone on record
R••••• F•••• K•••••Vice President & Director, Estate AdministrationLeadershipnone on record
R•••••• H••••••••Senior Vice President & Managing Director, Corporate DevelopmentLeadershipnone on record
R•••• R•••••••Special Assets OfficerLeadershipnone on record
R••••• O•••••••Special Assets OfficerLeadershipnone on record
R••• R••••••Assistant Vice President & Trust OfficerLeadershipnone on record
S•••• M•••••Vice President & Trust OfficerLeadershipnone on record
S••••• R••••••Trust OfficerLeadershipnone on record
S••• K••• N•••Vice President & Trust OfficerLeadershipnone on record
S••• S••••••Vice President & Trust OfficerLeadershipnone on record
S•••• L•••••••Trust OfficerLeadershipnone on record
S•••••• M••••••••Senior Vice President & Managing Director, Business DevelopmentLeadershipnone on record
S••••• C••••••••Vice President & Trust Officer, Administration ManagerLeadershipnone on record
S••••• D••••••••Vice President & Business Development OfficerLeadershipnone on record
S•••• S••••Vice President & Trust Officer, Administration ManagerLeadershipnone on record
S•••• B•••••Business Development OfficerLeadershipnone on record
S•••••• C•••••••Vice President & Senior Fiduciary CounselLeadershipnone on record
S•••••• G•••••••Special Assets OfficerLeadershipnone on record
T••••• S••••••Trust OfficerLeadershipnone on record
T•••••• L•••••••Trust OfficerLeadershipnone on record
T•• M••••Assistant Vice President, Trust OfficerLeadershipnone on record
W••• E••••••Business Development OfficerLeadershipnone on record
B••••• T•••••Associate, Compliance & Risk ManagementOperations and financenone on record
C•••••• H•••••Fiduciary CounselOperations and financenone on record
C•••• C•••••••Director, Assistant Controller & Assistant SecretaryOperations and financenone on record
C••••••••• D• B••••••Specialty: Executive Management , Personal Trust AdministrationOperations and financenone on record
D•• J•••••••Specialty: Compliance & Risk Management , Executive ManagementOperations and financenone on record
J••• G••••••••Senior Associate, Compliance & Risk ManagementOperations and financenone on record
M•• B•••••••••Fiduciary Counsel & Legal OfficerOperations and financenone on record
N••••• H•••N••••• is a Certified Securities Operations Professional (CSOP), a designation awarded by Cannon Financial Institute.Operations and financenone on record
A•••• M•••••Corporate Development AssociateOthernone on record
A••• P• N••••••Specialty: Executive ManagementOthernone on record
C• R••••• C•••••••• I•Specialty: Executive Management , LegalOthernone on record
E•••• D••Corporate Development AssociateOthernone on record
H••••• P••••Previously in her career, H••••• served as a Financial Planning Associate with a wealth management firm.Othernone on record
J••••• M•••••Specialty: Executive ManagementOthernone on record
J••• H••••He is a Certified Trust and Fiduciary Advisor (CTFA) and has completed Cannon’s Trust School program.Othernone on record
J••••• K• P••••••Specialty: Executive ManagementOthernone on record
K••••• M•••••Business Development AssociateOthernone on record
L••••• O• S•••••L••••• holds an Associate degree in Business from N•••ville State Community College.Othernone on record
L••• T•••••Specialty: Corporate , Executive ManagementOthernone on record
M••••••• D••••••Specialty: Business Development , Executive ManagementOthernone on record
S•••• K•••••••Specialty: Executive ManagementOthernone on record
S•••• T• S••••Corporate Development AssociateOthernone on record
Z••••• R••••Senior Business Development AssociateOthernone on record
Office contact points
Business phone: ••• Locked (published by the subject) c•••••••••.com
W••••••: ••• Locked (published by the subject) c•••••••••.com
Signals and timeline
1show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 1 events. 13F position changes are under Public stakes and holdings.

  • Sep 12, 2026Office discovered••• LockedDiscoveryInferenceapps.irs.gov
Investment mandate
show
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Nothing to infer from.
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
show
Form 13F holdings
No 13F filing on the record for this office.
Real estate
show
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
1show
Sources and evidence
28show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 28 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
Research priority
+4 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($6,632,219)
+3 c••••••••• i••••••• u•••••••••
+0 r••• (2128)
Mandate confidence
no components; scored 0
Identity confidence
+40 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 28 observations
FactValueEffectiveSourceClass
Description••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Description••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Description••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Description••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Description••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Foundation ico signalT••••••• F•••••••••Dec 1, 2025IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Site mentionsReal estateSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Site mentionsReal estateSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Site mentionsReal estateSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Site mentionsReal estateSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Site mentionsReal estateSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Team page url••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Team page url••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Team page url••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Team page url••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Team page url••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Team page url••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Website••• LockedSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) c•••••••••.comInference
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Website title••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Website title••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Website title••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Website title••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Website title••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact

Not yet on record: direct investments, decision makers, last deployment.