Knoxville, TN S Gay Street Office

Team
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Arete Wealth Advisors, LLC logo

Arete Wealth Advisors, LLC

Multi-team

Firm-wide stats for Arete Wealth Advisors, LLC

Total advisors

149

Across 60 offices

Clients per advisor

36 Low

Avg AUM per client

$484,172 Typical

HNW client ratio

65% Very High

About

Arete WealthAdvisors provides investment advisory and financial planning services to a broad client base including individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and other corporate or business entities. Services include discretionary portfolio management, investment consulting, comprehensive and limited financial planning, and retirement plan advisory and administrative services, as well as access to wrap programs and third‑party money managers.

The firm primarily manages assets on a discretionary basis after documenting client objectives and risk tolerances in its Investment Advisory Contract, and it employs both advisor‑driven allocation and several proprietary, rule‑based model allocations (GDAA for ETFs/ETNs, VQMT for small‑company stocks, and QVLI for larger company value with income). Arete also uses third‑party sub‑advisers and a due‑diligence process for recommended managers and private investments, and it monitors accounts regularly while acting as an ERISA fiduciary when applicable.

What distinguishes Arete from many peers is its integration with affiliated financial businesses and product channels: some advisors are registered representatives of an affiliated broker‑dealer and may sell insurance through an affiliated insurance agency, the affiliate may underwrite and receive compensation related to certain funds, and the firm routinely acts as a solicitor for third‑party money managers that pay referral fees. The firm also maintains proprietary model disclosures and firm publications/conferences as part of its advisor support and has noted atypical advisor onboarding arrangements (such as forgivable loans or ownership interests) disclosed in its brochure.

Based on Arete Wealth Advisors, LLC

Expertise

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management

Based on Arete Wealth Advisors, LLC

Occupation focus

Executive Founder/Business Owner

Based on Arete Wealth Advisors, LLC

Location

900 S Gay Street, Suite 2109

Knoxville TN 37902

Advisors at this office

4

Advisors at this office

user avatar

Matthew C

Series 66

Knoxville, TN

Arete Wealth Advisors, LLC

Matthew Canter is a financial advisor with Arete Wealth Advisors, LLC in Knoxville, TN, holding a Series 66 license and 17 years of industry experience. His career includes roles at Center Street Securities, Cetera Investment Services, Regions Bank, EQIS Capital Management, Curian Capital, and Legacy Tax and Financial Planning. He is also involved as an agent with LeBlanc Financial Alliance. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pensions, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management, retirement plan advisory, and access to proprietary and third-party investment models, while integrating affiliated financial businesses and product channels in its offerings.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Scott B

Series 66

Knoxville, TN

Arete Wealth Advisors, LLC

Scott Beaty is a financial advisor with Arete Wealth Advisors, LLC in Knoxville, TN, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Center Street Securities, Center Street Advisors, and Securities America, among others. Outside of advisory services, he is involved in insurance sales and serves as a health insurance agent, conducting community meetings on Medicare supplement and prescription drug plans. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, uses proprietary and advisor-driven allocation models, and integrates affiliated financial businesses and product channels in its service approach.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
user avatar

Cameron N

Series 66

Knoxville, TN

Arete Wealth Advisors, LLC

Cameron Natour is a financial advisor at Arete Wealth Advisors, LLC with five years of industry experience. He holds the Series 66 designation. Natour has previously been associated with Center Street Securities, Inc., The Benefits Group, LLC, and Capital Financial Group, LLC, and has worked in various roles since 2013, including time spent at the University of Tennessee and in the restaurant industry. Outside of advisory work, he assists in a family sandwich shop and is a partner in a surface mining business. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages assets primarily on a discretionary basis, using a mix of advisor-driven and proprietary rule-based model allocations, and incorporates third-party sub-advisers and private investments into client portfolios.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
user avatar

Kevin L

Series 63, Series 66

Knoxville, TN

Arete Wealth Advisors, LLC

Kevin Leblanc is a financial advisor at Arete Wealth Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Center Street Securities, Inc., Securities America Advisors, and USAdvisors Wealth Management. Outside of his advisory roles, he operates LeBlanc Financial Alliance, an insurance sales agency. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its service offerings.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
View complete list of advisors at this office
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