Efinancial Alliance, LLC
● SEC registered since 2023CRD 161352SEC# 801-127547Franklin, TN
Reg. AUM
$291.9M
Employees
5
Accounts
873
Location
Franklin, TN
Efinancial Alliance, LLC assets under management
Efinancial Alliance, LLC is an SEC-registered investment adviser based in Franklin, TN. The firm has been registered since 2023. It reports $291.9 million in regulatory assets under management and employs 5 people.
Efinancial Alliance, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Destin Michael Tompkins Control | Member | 25-50% | 2015 |
| Mitchell Kevin Anderson Control | Managing Member/Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Efinancial Alliance, LLC manage?
Efinancial Alliance, LLC reports $291.9 million in regulatory assets under management on its Form ADV.
How many employees does Efinancial Alliance, LLC have?
Efinancial Alliance, LLC reports 5 employees.
Where is Efinancial Alliance, LLC located?
Efinancial Alliance, LLC is based in Franklin, TN and has been SEC-registered since 2023.
Does Efinancial Alliance, LLC disclose fund performance?
Efinancial Alliance, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 840 Crescent Centre Dr., Suite 600, Franklin, TN 37067 |
| Phone | 615-224-8534 |
| Office hours | By Appt Only |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$291.9M▲ 49%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$291.9Mregulatory AUM
Discretionary $291.9M