| As of Date | 07/21/2026 |
| Registration | SEC, Approved, 04/08/2016 |
| ADV Location | ATLANTA, GA, United States |
| Contact Info | 678 xxxxxxx |
| Websites |
| AUM* | 3,780,035,577 145% |
| of that, discretionary | 3,780,035,577 145% |
| Number of Employees | 14 40% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,260,011,859 63% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds