Small Public Charity

CFA SOCIETY OF NASHVILLE

CFA SOCIETY OF NASHVILLE is a Small Public Charity headquartered in Nashville, TN. Financial data from the 2025 filing: $199K revenue, $222K expenses, $141K total assets. 8 publicly reported grants to this organization, totaling roughly $358K, appear in IRS filings.

EIN: 621181717 Nashville, TN Chambers of Commerce & Business Leagues NTEE: S41 Latest filing: 2025
Total Revenue$199K
Total Expenses$222K
Total Assets$141K
Grant Records8
Funding Total$358K
Filing Years2021–2025

Mission

To promote professional standards in financial markets and equip members to be leaders in our community by promoting the value of the CFA designation and facilitating the exchange of ideas and resources for the ultimate benefit of Middle Tennessee.

Officers & Directors

Director, Ex-Officio Ann Taylor Knotts
President Austin Branstetter
Director Benjamin Flox
Director Beth Johnson
Director Bhavna Khurana
Director David Harkins

Officer compensation and complete director data available with membership.

Top Grant Purposes

GEN SUPPORT
$358,319 8 grants

Financial Trends

Year Revenue Expenses Assets
2025 $199K $222K $141K
2024 $137K $165K $164K
2023 $109K $124K $192K
2022 $131K $108K $208K
2021 $70K $45K $184K

Between 2021 and 2025, reported annual revenue grew from $70K to $199K (+183%), with total assets most recently reported at $141K.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for CFA SOCIETY OF NASHVILLE

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