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Midsouth Investment Management LLC (Nashville)


Midsouth Investment Management LLC is an adviser based in Nashville. It manages $50 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Tennessee and Texas.

Midsouth Investment Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Midsouth Investment Management: assets under management

The assets under management (AUM) of Midsouth Investment Management LLC is $50 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -62% 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. On average, the discretionary accounts where all decisions are made on behalf of the client hold $50 million each.
Midsouth Investment Management has custody of $50 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Midsouth Investment Management LLC for their services and products based on a percentage of assets under management and performance-based fees. 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 Midsouth Investment Management LLC performs its advisory services is located at 201 4 Th Ave. North, Suite 1950, Nashville, TN 37219, 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 615-254-0992 or by fax 615-254-1603. The normal business hours are 7 a.m. - 4:30 p.m. on Monday - Friday.


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