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CRITERION CAPITAL ADVISORS LLC

NASHVILLE, TN · CRD 295954 · IAPD ↗ · 615-292-6889

$460.6MRegulatory AUM
4Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — CRITERION CAPITAL ADVISORS LLC (NASHVILLE, TN) left the SEC roster (was $460.6M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
47
February 2024 — CRITERION CAPITAL ADVISORS LLC notice-filed in AL, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.