Sharpe Investment Advisors, LLC (Memphis)

Sharpe Investment Advisors, LLC is a large advisory firm based in Memphis. It manages $300.3 million of regulatory assets for 177 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Tennessee.

Sharpe Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sharpe Investment Advisors: assets under management

The assets under management (AUM) of Sharpe Investment Advisors, LLC is $300.3 million. The firm's AUM has grown by 758% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $296.39 million in discretionary accounts and $3.91 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.7 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.3 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sharpe Investment Advisors, LLC for their services and products based on a percentage of assets under management. 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.

Careers at Sharpe Investment Advisors, LLC

Spence Lee Wilson has been acting as President since 1 Jul 2008. Wim Holdings Inc. joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Anthony Howell Graves	President, chief executive officer, chief compliance officer, secretary, director	1 Nov 2006	Other	2348088
Thomas Ross Dyer	Chairman, director	1 Nov 2006	Other	5263492
Llc Sharpe Group	Sole member	1 Nov 2006	75% - 100%	20-4154707
Wim Holdings Inc.	Shareholder	1 Jul 2008	75% - 100%	26-2937347
Spence Lee Wilson	Director	1 Jul 2008	Other	1469147
Charles Kemmons Jr Wilson	Director	1 Jul 2008	Other	1469152
Robert Allen Wilson	Director	1 Jul 2008	Other	1469149
Charles Kemmons Wilson Iii	Treasurer/director	1 Jul 2008	Other	5563572

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Sharpe Family Lp	Member	1 Jan 2006	25% - 50%	20-4166582
Robert Fay Sharpe	General partner	1 Jan 2006	Other	5267483
Timothy David Sharpe	General partner	1 Jan 2006	Other	5267489

Based in Memphis

The principal office where Sharpe Investment Advisors, LLC performs its advisory services is located at 8700 Trail Lake Drive West, Memphis, TN 38125, 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 901-346-8800/800-325-4977 or by fax 901-261-5020. The normal business hours are 8:00 - 5:00 cst on Monday - Friday.