Truxton — Nashville, TN – Nashville Firms

Integrated wealth management, private banking, and investment firm based in Nashville

Quick Facts

Category: Financial Advisors
Address: 20 Burton Hills Blvd #200, Nashville, TN
Phone: (615) 515-1700
Website: https://truxtontrust.com
Service area / notable facts: Additional office in Athens, Georgia; FDIC-insured deposit services

Overview

Truxton Trust is a Nashville-headquartered integrated financial institution, with an additional office in Athens, Georgia, that combines wealth management, private banking, and investment services. The firm operates across three main business lines: the “Wealth” division serving high and ultra-high net worth families, the “Banking” division offering creative lending solutions and personalized deposit services, and the “Capital Advisors” division providing advisory and investment banking strategies to family businesses.

This three-part structure positions Truxton as more of a full-service private bank than a pure investment advisory firm. Being FDIC-insured and backed by the full faith of the U.S. government for its deposit services makes the firm particularly attractive to wealthy families who prioritize liquidity and security.

The firm’s mission is defined as being concerned with “wealth managed and everything that touches it,” with the goal of providing families long-term “resilience and peace of mind” for their finances and financial assets. This broad-reaching approach reflects a philosophy focused not just on portfolio returns but on a family’s entire financial ecosystem, including credit, deposits, investment, and business advisory.

Truxton also offers financial education, market analysis, investment strategies, and philanthropic advisory content and resources. Its Burton Hills Blvd office, close to Nashville’s Green Hills/Belle Meade area, is strategically located to serve the city’s affluent residential areas. Offering both banking and investment banking services under one roof for family business owners is among the firm’s most distinctive competitive advantages.

Services

Wealth management for high and ultra-high net worth families
Private banking and lending
Personalized deposit services
Capital advisory for family businesses
Investment banking strategies
Financial education and market analysis
Philanthropic advisory

What Sets Truxton Apart

Three integrated business lines: Wealth, Banking, and Capital Advisors
FDIC-insured deposit services
Focus on high and ultra-high net worth families
Combined banking and investment banking services for family businesses
Philanthropic and financial education resources
Additional office in Athens, Georgia

Frequently Asked Questions

What services does Truxton offer?
Wealth management, private banking, and capital advisory/investment banking services through three integrated business lines.

Is Truxton FDIC-insured?
Yes, its banking division’s deposit services are FDIC-insured and backed by the full faith of the U.S. government.

Who does Truxton primarily serve?
High and ultra-high net worth families and family business owners seeking integrated wealth, banking, and advisory services.

Location & Contact

Address: 20 Burton Hills Blvd #200, Nashville, TN
Phone: (615) 515-1700
Website: https://truxtontrust.com

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