| As of Date | 02/26/2026 |
| Registration | New York, Approved, 04/27/2016 |
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| ADV Location | ROANOKE, VA, United States |
| Contact Info | 540 xxxxxxx |
| Websites |
| AUM* | 191,179,778 28% |
| of that, discretionary | 191,179,778 28% |
| Number of Employees | 6 -14% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 287,057 9% |
| % High Net Worth | 25.39% 3% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker548661107 | Stock NameLOWES COS INC | $ Position$17,709,271 | % Position15.00% | $ Change-23.00% | # Change-17.00% |
| Stck Ticker45782C615 | Stock NameINNOVATOR ETFS TRUST | $ Position$11,512,148 | % Position10.00% | $ Change11.00% | # Change0.00% |
| Stck Ticker45784N510 | Stock NameINNOVATOR ETFS TRUST | $ Position$10,336,172 | % Position9.00% | $ Change7.00% | # Change0.00% |
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$11,020,491 | % Position9.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker46137V100 | Stock NameINVESCO EXCHANGE TRADED FD T | $ Position$8,707,900 | % Position7.00% | $ Change-40.00% | # Change-44.00% |
| Stck Ticker81369Y704 | Stock NameSELECT SECTOR SPDR TR | $ Position$7,331,765 | % Position6.00% | $ Change | # Change |
| Stck Ticker78463V107 | Stock NameSPDR GOLD TR | $ Position$6,293,455 | % Position5.00% | $ Change-14.00% | # Change0.00% |
| Stck Ticker81369Y886 | Stock NameSELECT SECTOR SPDR TR | $ Position$4,106,900 | % Position3.00% | $ Change0.00% | # Change1.00% |
| Stck Ticker921946406 | Stock NameVANGUARD WHITEHALL FDS | $ Position$2,927,691 | % Position2.00% | $ Change9.00% | # Change2.00% |
| Stck Ticker45782C367 | Stock NameINNOVATOR ETFS TRUST | $ Position$2,005,552 | % Position2.00% | $ Change7.00% | # Change2.00% |