Unclaimed Profile

Grant Mccall Allen

ACUMEN WEALTH ADVISORS, LLC·CHATTANOOGA, Tennessee

Series 65Clean record6 years registeredACUMEN WEALTH ADVISORS, LLC

250 FOREST AVENUE, CHATTANOOGA, TN 37405CRD# 7161012Firm CRD# 282565

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Grant Mccall Allen · CHATTANOOGA, TN

Registration

CRD #7161012 · ACUMEN WEALTH ADVISORS, LLC · 6 years registered

Brand Profile

Not yet started

Career History

THE PATTEN GROUP, INC.

Mar 2025 – present

ACUMEN WEALTH ADVISORS, LLC

Nov 2019 – Feb 2025

CHATTANOOGA, TN

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 5, 2019

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ACUMEN WEALTH ADVISORS, LLC

CRD 282565 · SEC 801-107192

AUM

$427M

Regulatory assets under management

Employees

247 client accounts

Services offered by ACUMEN WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at ACUMEN WEALTH ADVISORS, LLC →

Introduction

Speak with Grant

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Grant is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHATTANOOGA?

Browse all registered financial advisors in CHATTANOOGA, Tennessee or claim this profile if it's yours.

Browse CHATTANOOGA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Grant Mccall Allen offer?

Grant Mccall Allen specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHATTANOOGA, Tennessee for a consultation.

What are Grant Mccall Allen's credentials?

Grant Mccall Allen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Grant Mccall Allen located?

Grant Mccall Allen is based in CHATTANOOGA, Tennessee, working with ACUMEN WEALTH ADVISORS, LLC. Their office serves clients in the CHATTANOOGA metropolitan area and surrounding communities.

How does Grant Mccall Allen charge for services?

Grant Mccall Allen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ACUMEN WEALTH ADVISORS, LLC?

ACUMEN WEALTH ADVISORS, LLC has approximately 17 employees and manages $427M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →