AdvisorRanked
95
Clean

NEPHILA ADVISORS LLC

3811 BEDFORD AVENUE, NASHVILLE, TN 37215
Fiduciaryfee-onlySEC Registered
615-823-8488 HTTPS://WWW.NEPHILACLIMATE.COM CRD #156905
$12.9B
Assets Managed
12
Clients
38
Employees
15
Years Active
since 2011

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46101. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 15 years.

Firm Details

Legal NameNEPHILA ADVISORS LLC
CRD Number#156905
SEC RegisteredYes
Registration Date2011-07-12
States RegisteredTN
Assets Under Management$12.9B
Number of Clients12
Employees38
Compensation Typefee-only
Last ADV Filing46101

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Frequently Asked Questions

Is NEPHILA ADVISORS LLC a fiduciary?

Yes. NEPHILA ADVISORS LLC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does NEPHILA ADVISORS LLC charge clients?

NEPHILA ADVISORS LLC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does NEPHILA ADVISORS LLC have any complaints?

No. NEPHILA ADVISORS LLC has zero complaints or disciplinary actions on file with the SEC or FINRA across 15 years of operation.

How does NEPHILA ADVISORS LLC compare to other advisors in NASHVILLE?

NEPHILA ADVISORS LLC has a Red Flag Score of 95/100. There are 53 registered advisory firms in NASHVILLE. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46101. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.