| As of Date | 03/19/2026 |
| Registration | SEC, Approved, 06/15/2016 |
| ADV Location | ATLANTA, GA, United States |
| Contact Info | 404 xxxxxxx |
| Websites |
| AUM* | 3,509,589,101 32% |
| of that, discretionary | 3,509,589,101 32% |
| Number of Employees | 27 8% |
| of those in investment advisory functions | 27 350% |
| Private Fund GAV* | 0 |
| Avg Account Size | 519,093 2% |
| % High Net Worth | 6.86% 10% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker92343V104 | Stock NameVERIZON COMMUNICATIONS INC | $ Position$194,882,003 | % Position4.00% | $ Change-15.00% | # Change0.00% |
| Stck Ticker98956P102 | Stock NameZIMMER BIOMET HOLDINGS INC | $ Position$144,748,296 | % Position3.00% | $ Change-8.00% | # Change-4.00% |
| Stck Ticker911312106 | Stock NameUNITED PARCEL SVCS INC | $ Position$169,817,454 | % Position3.00% | $ Change7.00% | # Change-2.00% |
| Stck Ticker902973304 | Stock NameUS BANCORP | $ Position$159,039,132 | % Position3.00% | $ Change-5.00% | # Change-18.00% |
| Stck Ticker25243Q205 | Stock NameDIAGEO PLC | $ Position$134,034,335 | % Position3.00% | $ Change23.00% | # Change14.00% |
| Stck Ticker071813109 | Stock NameBAXTER INTL INC | $ Position$146,815,171 | % Position3.00% | $ Change37.00% | # Change8.00% |
| Stck TickerG4705A100 | Stock NameICON PUB LTD CO | $ Position$154,406,469 | % Position3.00% | $ Change27.00% | # Change-19.00% |
| Stck Ticker49177J102 | Stock NameKENVUE INC | $ Position$145,237,388 | % Position3.00% | $ Change10.00% | # Change0.00% |
| Stck TickerG5960L103 | Stock NameMEDTRONIC PLC | $ Position$161,981,619 | % Position3.00% | $ Change17.00% | # Change30.00% |
| Stck Ticker70450Y103 | Stock NamePAYPAL HLDGS INC | $ Position$142,407,513 | % Position3.00% | $ Change1.00% | # Change5.00% |