Wealth Manager
    SEC Registered
    Manages Private Funds

    Thoroughbred Financial Services, LLC

    Registered investment advisor · Brentwood, Tennessee · CRD #47893

    Assets Under Management
    $4B
    Client Accounts
    7,236
    Employees
    31
    CRD Number
    47893
    Registration
    SEC Registered
    Custodian
    National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Thoroughbred Financial Services, LLC

    Thoroughbred Financial Services, LLC is a financial consulting firm based in Tennessee, offering investment advisory services to businesses and professionals. Founded in 2000, it employs 51-200 staff.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Thoroughbred Financial Services, LLC

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    Frequently Asked Questions

    What is Thoroughbred Financial Services, LLC's AUM?

    Thoroughbred Financial Services, LLC reports approximately $4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Thoroughbred Financial Services, LLC headquartered?

    Thoroughbred Financial Services, LLC is headquartered in Brentwood, Tennessee.

    What is Thoroughbred Financial Services, LLC's CRD number?

    Thoroughbred Financial Services, LLC's CRD number is 47893. 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 Thoroughbred Financial Services, LLC manage?

    Thoroughbred Financial Services, LLC manages approximately 7,236 client accounts according to its latest SEC filing.

    Is Thoroughbred Financial Services, LLC SEC registered?

    Yes, Thoroughbred Financial Services, LLC is registered with the SEC as an investment adviser with an approved registration status.

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