Agp Franklin provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Agp Franklin reports 456 clients. They include 371 individual clients and 85 high-net-worth individuals. Of its assets, 86.1% ($213M across 615 accounts) are managed with discretion; $34.3M across 118 accounts are not. A wrap fee program the firm both sponsors and manages holds $213M. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 81% | 30% |
| High-net-worth individuals | 19% | 70% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 371 | $73M | 29.6% | $197K |
| High-net-worth individuals | 85 | $174M | 70.4% | $2.05M |
| Total | 456 | $247M | 100% | $542K |
- Clients
- 371
- Regulatory AUM
- $73M
- AUM share
- 29.6%
- Avg. per client
- $197K
- Clients
- 85
- Regulatory AUM
- $174M
- AUM share
- 70.4%
- Avg. per client
- $2.05M
Total
- Clients
- 456
- Regulatory AUM
- $247M
- AUM share
- 100%
- Avg. per client
- $542K
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Agp Franklin is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Edward Lewis owns 50% to 75% of Agp Franklin. The leadership team of Agp Franklin includes Chief Compliance Officer Charles Crouch. It has 7 employees, 3 of them in advisory roles.
Staff
- 7 employees
- 3 in advisory functions
- 3 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of Agp Franklin, LLC
Edward Lewis
Control person · since May 2024
- Owns 50% to 75% of Agp Franklin, LLC
Charles Crouch
Control person · since May 2024
Agp Franklin’s regulatory assets grew Infinity× from $0 (July 2024) to $247M (April 2026); employees rose from 6 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $247M | 456 | 7 | 2 |
| Jul 2025July 2025 | $195M | 390 | 7 | 2 |
| Jul 2024July 2024 | $0 | 0 | 6 | 2 |
Besides its headquarters, Agp Franklin has 1 office, with 2 listed addresses in 1 state.
Tennessee · 2 listed addresses
- 3326 Aspen Grove Drive, Suite 602, FranklinHQ
- 725 Cool Springs BLVD., Franklin
Other business names
Agp Franklin has reported 2 other business names to the SEC.
- Aspen Grove Asset Management
- Strong Tower Wealth Management, LLC
Contact and registration details
- Legal name
- Agp Franklin, LLC
- Headquarters
- 3326 Aspen Grove Drive, Suite 602, Franklin, TN 37067
- Phone
- 615-778-9842
- SEC file
- 801-130499
- Structure
- Tennessee LLC
- Fiscal year end
- December
Agp Franklin’s named custodian for separately managed accounts is Raymond James ($247M). Agp Franklin does not have custody of client assets.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $247M100%
At year end, Agp Franklin’s separately managed accounts were mostly in stocks (89%). Its reported 13F holdings for the quarter ended 30 June 2026 total $231M across 93 positions; the largest are Nvidia Corporation (6.6%), Amazon Com Inc. (6.0%) and Alphabet Inc. (4.5%).
What the accounts hold
- Stocks89%
- Funds1%
- Bonds2%
- Cash8%
How many clients does Agp Franklin have?
Agp Franklin has 456 clients and manages $247 million for them, as of April 2026. They include 371 individual clients and 85 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 April 2026
What services does Agp Franklin offer?
Agp Franklin provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Agp Franklin use?
Agp Franklin’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $247M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 April 2026
How many financial advisors does Agp Franklin have?
Agp Franklin has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Agp Franklin invest in?
At the end of its last fiscal year, Agp Franklin’s separately managed accounts held 89% exchange-traded equities, 8% cash and equivalents, 2% U.S. government and agency bonds and 1% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Agp Franklin?
Agp Franklin’s direct owners are Edward Lewis (50% to 75%) and Charles Crouch (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 7 April 2026
How does Agp Franklin get paid?
Agp Franklin is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Agp Franklin?
Agp Franklin’s main office is at 3326 Aspen Grove Drive, Suite 602, Franklin, TN 37067. Its phone number is 615-778-9842. Its website is strongtowerwealthmanagement.com.
