&partners
Registered investment advisor · Nashville, Tennessee · CRD #3767
Source: SEC Form ADV filings. Data as of 2026-07-06.
About &partners
&Partners is a St. Louis-based hybrid broker-dealer and investment advisor firm, founded by David Kowach, a former president and CEO of Wells Fargo Advisors. The firm operates as a subsidiary of Ampersand Partners, LLC, and focuses on empowering financial advisors to take ownership and shape the firm's direction while providing client-centric advice. The firm offers a range of wealth management services, including the buying and selling of securities such as stocks, bonds, and mutual funds. Its
Fee Structure
Frequently Asked Questions
What is &partners's AUM?
&partners reports approximately $30.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.
Where is &partners headquartered?
&partners is headquartered in Nashville, Tennessee.
What is &partners's CRD number?
&partners's CRD number is 3767. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.
How many accounts does &partners manage?
&partners manages approximately 62,194 client accounts according to its latest SEC filing.
Is &partners SEC registered?
Yes, &partners is registered with the SEC as an investment adviser with an approved registration status.
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