BAILEY MANAGEMENT SERVICES, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BRENTWOOD, Tennessee
CRD number
323868
Registered since
February 2, 2024
Website
bnco.com

Firm profile

FINTRX

Overview

Bailey Management Services, LLC is organized as a limited liability company and is recorded as an SEC-registered adviser in 2024. The firm is classified as an unclassified adviser and is listed under both a domestic entity and individual ownership type. It is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Regulatory and affiliation details indicate Bailey operates in sponsor and managing-member roles for pooled investment vehicles and has broker-dealer and general partner connections. Those affiliations suggest the business is oriented toward sponsoring and operating private pooled funds rather than acting primarily as a retail wealth manager.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • MICHAEL CARTER

    Chief Financial OfficerCRD 7794262

  • TIMOTHY SCALLEN

    Managing Partner, CCO and COOCRD 5548802

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BRENTWOOD, TN

WILLIAMSON

Location

BRENTWOOD, TN

Headquartered in BRENTWOOD, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
WILLIAMSON
Address
5511 Virginia Way
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth