Processus Wealth & Capital Management, LLC
● SEC registered since 2020CRD 155306SEC# 801-119425
Reg. AUM
$249.5M
Employees
2
Accounts
233
Location
—
Processus Wealth & Capital Management, LLC assets under management
Processus Wealth & Capital Management, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2020. It reports $249.5 million in regulatory assets under management and employs 2 people.
Processus Wealth & Capital Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Grady Colin Tabor Control | Managing Member | 50-75% | 2010 |
| Jeffrey Chad Jordan Control | Managing Member / Chief Compliance Officer | 50-75% | 2010 |
Frequently asked questions
How much does Processus Wealth & Capital Management, LLC manage?
Processus Wealth & Capital Management, LLC reports $249.5 million in regulatory assets under management on its Form ADV.
How many employees does Processus Wealth & Capital Management, LLC have?
Processus Wealth & Capital Management, LLC reports 2 employees.
Does Processus Wealth & Capital Management, LLC disclose fund performance?
Processus Wealth & Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (615) 656-3745 |
| Fax | (615) 656-3741 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$249.5M▲ 16%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$249.5Mregulatory AUM
Discretionary $249.5M