Updated October 02, 2023
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Wiley Bros. - Aintree Capital

Investment Advisor Firm
Total assets under management$664M
Years in business79+

About Wiley Bros. - Aintree Capital

Wiley Bros.-Aintree Capital, LLC stands as a notable independent full-service brokerage firm, with a rich history dating back to its founding in 1945 by David W. Wiley, Sr. and James Wiley in Nashville, TN. Over the years, it has flourished into one of Nashville's larger independent brokerage firms.

Wiley Bros. offers a diverse spectrum of investment options encompassing stocks, bonds, mutual funds, insurance, and financial planning. Notably, the firm has carved a niche for itself as one of the prominent utility municipal bond underwriters in Tennessee.

What sets Wiley Bros. apart is its preservation of the traditional brokerage model, enhanced to offer clients an institutional bond desk while integrating financial planning and other services. This approach allows clients to customize a range of services for a comprehensive wealth management experience.

With over 75 years of presence in the Tennessee securities market, Wiley Bros. prides itself on its core values of client relationships and service excellence. The firm is family-owned and operated, emphasizing tailored investment solutions.

Supported by the strength of Pershing, LLC, a subsidiary of the Bank of New York Mellon, Wiley Bros. combines the advantages of a small firm's personalized approach with the resources of a large institution, offering clients and advisors a unique blend of partnership atmosphere and state-of-the-art technology platforms.

Founded on a legacy of integrity and quality service, Wiley Bros.-Aintree Capital continues to evolve to meet the changing needs of both individual and institutional investors, maintaining a commitment to delivering the best possible investment outcomes.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Wealth Management

More about Wiley Bros. - Aintree Capital

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
376735

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Pricing options

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