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Kay Quinn Financial, LLC (Nashville)


Kay Quinn Financial, LLC is a large advisory firm based in Nashville. It manages $52 million of regulatory assets for 550 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Tennessee and Texas.

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Kay Quinn Financial provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kay Quinn Financial: assets under management

The assets under management (AUM) of Kay Quinn Financial, LLC is $52 million. The firm's AUM has grown by 24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $50 million in discretionary accounts and $2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $100 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $40 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kay Quinn Financial, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Nashville

The principal office where Kay Quinn Financial, LLC performs its advisory services is located at 2726 Larmon Drive, Nashville, TN 37204, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 615-297-3434 or by fax 615-297-3414. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.kayquinnfinancial.com.


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