{"url":"https://nivawealth.com/firms/lee-danner-and-bass-111002","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/111002","regulatoryAum":1975488723,"crd":"111002","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4356491","suffix":null,"lastName":"ALLEN","firstName":"LAWSON","middleName":"COFFEE"},{"crd":"4749541","suffix":"III","lastName":"BASS","firstName":"FRANCIS","middleName":"MARION"},{"crd":"4339851","suffix":"JR","lastName":"LOWRANCE","firstName":"FRED","middleName":"TEMPLETON"},{"crd":"4666752","suffix":null,"lastName":"PREST","firstName":"CHRISTOPHER","middleName":"FORREST"},{"crd":"4356479","suffix":null,"lastName":"SMITH","firstName":"MARK","middleName":"BRYAN"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-30","regulatoryAum":1241461912,"clients":872,"employees":12,"offices":1},{"filedOn":"2022-06-28","regulatoryAum":1475356161,"clients":893,"employees":12,"offices":1},{"filedOn":"2023-03-30","regulatoryAum":1393841062,"clients":965,"employees":12,"offices":1},{"filedOn":"2024-03-27","regulatoryAum":1539122999,"clients":973,"employees":12,"offices":1},{"filedOn":"2025-03-31","regulatoryAum":1758980045,"clients":1010,"employees":12,"offices":1},{"filedOn":"2026-07-01","regulatoryAum":1975488723,"clients":1020,"employees":11,"offices":1}],"secFileNumber":"801-30924","legalName":"Lee 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They include 959 high-net-worth individuals, 49 charitable organizations, and 9 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 1 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Lee Danner & Bass offer?","answer":"Lee Danner & Bass provides portfolio management for individuals and small businesses and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Lee Danner & Bass charge?","answer":"Lee Danner & Bass charges 0.50%–0.75% a year for its Discretionary portfolio management. Each asset band is charged at its own rate. The fee is billed in arrears and has a $7,500 annual minimum.","source":"ADV PART 2A BROCHURE, filed 30 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Lee Danner & Bass use?","answer":"Lee Danner & Bass’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.18B and National Financial Services LLC (Boston, MA), with $690M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Lee Danner & Bass have?","answer":"Lee Danner & Bass has 6 investment adviser representatives registered with state securities authorities, out of 11 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Lee Danner & Bass invest in?","answer":"At the end of its last fiscal year, Lee Danner & Bass’ separately managed accounts held 78% exchange-traded equities, 8% investment grade corporate bonds, 5% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 3% high-yield corporate bonds and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lee Danner & Bass?","answer":"Lee Danner & Bass’ direct owners are Mark Smith, Lawson Allen, Francis Bass and Fred Lowrance, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 1 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lee Danner & Bass get paid?","answer":"Lee Danner & Bass 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Lee Danner & Bass registered with the SEC?","answer":"Yes, Lee Danner & Bass has been registered with the SEC as an investment adviser since 27 November 1987. Its CRD number is 111002 and its SEC file number is 801-30924.","source":"Form ADV Part 1A, Item 1, filed 1 July 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Lee Danner & Bass?","answer":"Lee Danner & Bass’ main office is at 3100 West End Avenue, Suite 1250, Nashville, TN 37203. Its phone number is 615-244-7775. 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