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AGP FRANKLIN, LLC

FRANKLIN, TN · CRD 331699 · IAPD ↗ · strongtowerwealthmanagement.com · 615-778-9842

$247.1MRegulatory AUM
3Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
March 2026 — AGP FRANKLIN, LLC changed its website from aspengroveassetmanagement.com to strongtowerwealthmanagement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
60
March 2026 — AGP FRANKLIN, LLC reported RAUM up 27% ($195.2M -> $247.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
August 2025 — AGP FRANKLIN, LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
May 2025 — AGP FRANKLIN, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
January 2025 — AGP FRANKLIN, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
50
September 2024 — AGP FRANKLIN, LLC notice-filed in AL, FL, GA, LA, MS, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
September 2024 — AGP FRANKLIN, LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
95
August 2024 — AGP FRANKLIN, LLC (FRANKLIN, TN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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