Coulter & Justus Financial Services, LLC is a large advisory firm based in Oak Ridge. It manages $184.73 million of regulatory assets for 871 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida, Georgia, Tennessee, and Texas.
Coulter & Justus Financial Services provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Coulter & Justus Financial Services, LLC is $184.73 million. The firm's AUM has grown by 292% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Coulter & Justus Financial Services, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Larry Eugene Beeman is high net worth individuals with 71 clients and $114.17 million of assets under management. Among the 9 most similar advisory firms, Coulter & Justus Financial Services has the 5th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $181.1 million for 339 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Coulter & Justus Financial Services doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Larry Eugene Beeman has been acting as President since 1 Feb 2005. Robert Scott Smith joined the executive team most recently as the Member.
The principal office where Coulter & Justus Financial Services, LLC performs its advisory services is located at 575 Oak Ridge Turnpike, Oak Ridge, TN 37830, which is also the mailing address of the firm. An additional office of the firm is in Knoxville, TN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 865-481-0385 or by fax 865-483-7930. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at cj-fs.com.