Tranquility Partners, LLC logo

Tranquility Partners, LLC

Updated today

Client AUM

$941,232,800

Clients

254

Advisors

7

of 7 employees

About

Tranquility Partners provides wealth management and ongoing portfolio management to individual clients, including high‑net‑worth households, and also offers family office services such as comprehensive financial planning, cash‑flow analysis, wealth transition coordination, and charitable initiative support. The firm’s seven‑advisor team manages nearly $1 billion in client assets and typically operates under discretionary asset‑management agreements documented by an Investment Policy Statement for each client.

The firm employs a broad set of analytical methods — including fundamental, technical, charting, cyclical, quantitative analysis, and modern portfolio theory — and implements both long‑ and short‑term trading strategies. Tranquility Partners may use leverage and derivatives (margin, options, and, on request, short sales) and works with approved sub‑advisers to access institutional managers, while emphasizing quarterly or more frequent reviews and portfolio monitoring.

Compared with many peers, Tranquility Partners combines family office capabilities and customized consolidated reporting with an unusually low stated account minimum and a client mix that includes both HNW and non‑HNW individuals. It also provides access to a wide investment universe — public equities, fixed income, ETFs, real estate funds, private placements and venture capital — and leverages custodial relationships with major custodians to negotiate sub‑adviser arrangements and institutional services on clients’ behalf.

Client services

Financial planning Portfolio management

Expertise

Annuities Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing

Occupation focus

Founder/Business Owner Executive

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Fee options

Percentage

$0 - $10,000,000: 1.00% $10,000,001 - $20,000,000: 0.75% $20,000,001 - $30,000,000: 0.65% $30,000,001+: 0.50%

Other

Account minimum: $1,000

Main office

5214 Maryland Way, Suite 405

Brentwood TN 37027

Advisors at this office

7

Most active in

Louisiana · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Tyler C

Series 65

Brentwood, TN

Tranquility Partners, LLC

Tyler Cohen is a financial advisor at Tranquility Partners, LLC in Brentwood, TN, holding a Series 65 credential with four years of industry experience. His prior work includes roles at UBIX Now and Dolphin Beach Service. Tranquility Partners provides wealth management and portfolio management services to individual and high-net-worth clients, offering family office services such as financial planning and wealth transition coordination. The seven-advisor firm employs diverse analytical methods and trading strategies, managing nearly $1 billion in client assets with a client base that includes both high-net-worth and non-high-net-worth individuals.

Annuities Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing Founder/Business Owner Executive
user avatar

Nathaniel S

Series 65

Brentwood, TN

Tranquility Partners, LLC

Nathaniel Sems is a financial advisor at Tranquility Partners, LLC with a Series 65 designation and two years of industry experience. Prior to joining Tranquility Partners in 2024, he was not professionally employed in the financial sector. Tranquility Partners provides wealth management and portfolio management services to individual clients, including high-net-worth households, and offers family office services such as financial planning and charitable initiative support. The firm employs diverse analytical methods and trading strategies, manages nearly $1 billion in client assets through a seven-advisor team, and serves a client base that includes both high-net-worth and non-high-net-worth individuals.

Annuities Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing Founder/Business Owner Executive
user avatar

John C

CFA®, Series 65

Brentwood, TN

Tranquility Partners, LLC

John Crawford is a CFA® charterholder with 10 years of industry experience. He has been with Tranquility Partners, LLC since 2015 and also consults episodically with healthcare service companies through Optra Partners, LLC. Prior to his advisory role, he was an accountant and business executive. Tranquility Partners is a seven-advisor team managing nearly $1 billion in client assets, providing wealth management and family office services to individual clients, including high-net-worth households. The firm employs a wide range of analytical methods and investment strategies, offering access to diverse asset classes and customized reporting services.

Annuities Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing Founder/Business Owner Executive
user avatar

April P

Series 63, Series 65

Brentwood, TN

Tranquility Partners, LLC

April Pica is a financial advisor at Tranquility Partners, LLC with 28 years of industry experience. She holds Series 63 and Series 65 registrations and has been with Tranquility Partners since 2016. Tranquility Partners provides wealth management and portfolio management services to individual clients, including high-net-worth households, and offers family office services such as financial planning, wealth transition coordination, and charitable initiative support. The firm employs a variety of analytical methods and trading strategies, serving a diverse client base with customized reporting and access to a broad investment universe.

Annuities Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing Founder/Business Owner Executive
user avatar

Jordan B

Series 65

Brentwood, TN

Tranquility Partners, LLC

Jordan Baker is a Series 65-licensed financial advisor with seven years of experience, currently serving at Tranquility Partners, LLC since 2019. Based in Brentwood, TN, he is part of a seven-advisor team that manages a diverse client base. Tranquility Partners offers wealth management and portfolio management services to individual clients, including high-net-worth households, and provides family office services such as financial planning, cash-flow analysis, and charitable initiative support. The firm employs various analytical methods and trading strategies and manages nearly $1 billion in client assets with a focus on both customized reporting and broad investment access.

Annuities Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing Founder/Business Owner Executive
user avatar

James B

Series 65

Brentwood, TN

Tranquility Partners, LLC

James Baker IV is a Series 65 licensed financial advisor at Tranquility Partners, LLC with five years of industry experience. He previously worked at Nashville Capital Network and Stephens Inc. before joining Tranquility Partners, where he has been part of the team since 2022. Tranquility Partners is a seven-advisor firm providing wealth management and family office services to individual clients, including high-net-worth households. The firm employs a range of analytical methods and trading strategies, manages nearly $1 billion in client assets, and offers customized reporting with access to a broad investment universe.

Annuities Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing Founder/Business Owner Executive
user avatar

James B

Series 63, Series 65

Brentwood, TN

Tranquility Partners, LLC

James Baker III is a financial advisor at Tranquility Partners, LLC in Brentwood, TN, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has been with Tranquility Partners since 2015. Tranquility Partners offers wealth management and portfolio management services to individual clients, including high-net-worth households, and provides family office services such as financial planning, cash-flow analysis, wealth transition coordination, and charitable initiative support. The firm’s seven-advisor team manages nearly $1 billion in client assets, employing a range of analytical methods and investing across a broad universe with both long- and short-term strategies.

Annuities Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing Founder/Business Owner Executive
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