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Processus Wealth & Capital Management, LLC

● SEC registered since 2020CRD 155306SEC# 801-119425
Export (members)
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
NameTitleOwnershipSince
Grady Colin Tabor ControlManaging Member50-75%2010
Jeffrey Chad Jordan ControlManaging Member / Chief Compliance Officer50-75%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 hours8:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$249.5M
Non-discretionary$0
Total (RAUM)$249.5M