Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Valtrion Capital Management, LLC financial advisors in Franklin, TN

Every SEC-registered investment adviser representative at a Valtrion Capital Management, LLC office in Franklin, A to Z.

The short answer

3 registered advisors work at Valtrion Capital Management, LLC in Franklin, out of 5 at the firm nationwide; it ranks number 48 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Valtrion Capital Management, LLC advisors in Franklin, A to Z

Every Valtrion Capital Management, LLC advisor →

Valtrion Capital Management, LLC advisors in every city and state →Valtrion Capital Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Valtrion Capital Management, LLC advisors in other cities

Austin, TX 2

Other firms in Franklin

All Franklin advisors →

Sagespring Wealth Partners 88LPL Financial LLC 33Strategic Advisers LLC 28First Trust Advisors LP 24Raymond James & Associates, Inc. 23Edward Jones 20MML Investors Services, LLC 20Morgan Stanley 20Equitable Advisors, LLC 19Beacon Capital Management, LLC 18Charles Schwab & Co., Inc. 17Abound Wealth Management, LLC 15

Questions

How many financial advisors does Valtrion Capital Management, LLC have in Franklin?

3 investment adviser representatives are registered at Valtrion Capital Management, LLC offices in Franklin, Tennessee, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Valtrion Capital Management, LLC one of the largest advisor employers in Franklin?

Valtrion Capital Management, LLC ranks number 48 in Franklin by registered advisors; Sagespring Wealth Partners has the most, with 88.

How do I check a Valtrion Capital Management, LLC advisor in Franklin?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Valtrion Capital Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.