LOCALSHARES INVESTMENTS, LLC

LOCALSHARES INVESTMENTS
NASHVILLE, Tennessee·8 registered advisors·CRD# 167944
SEC# 801-782020615-202-2183
01

Firm Overview

AUM
$8M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at LOCALSHARES INVESTMENTS, LLC

8 registered advisors
Alexander Paul Bass
NASHVILLE, Tennessee
Carter Todd
NASHVILLE, Tennessee
Elizabeth Seigenthaler Courtney
NASHVILLE, Tennessee
Iii Eldon Thoma
NASHVILLE, Tennessee
James Cornelius Phillips
NASHVILLE, Tennessee
Margaret Dolan
NASHVILLE, Tennessee
Matthew Francis Hayes
NASHVILLE, Tennessee
Michael David Shmerling
NASHVILLE, Tennessee
05

Office Locations

NASHVILLE, Tennessee
8 advisors

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Data sourced from SEC Form ADV filings. LOCALSHARES INVESTMENTS, LLC (CRD# 167944) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.