Adviser Profile

As of Date 03/25/2026
Registration SEC, Approved, 01/03/2017
ADV Location MEMPHIS, TN, United States
Contact Info (90 xxxxxxx
Websites
AUM* 1,010,776,132 5%
of that, discretionary 913,513,063 5%
Number of Employees 2 -33%
of those in investment advisory functions 2 -33%
Private Fund GAV* 0
Avg Account Size 30,629,580 -7%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Other

Advisory Activities

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

914M 783M 653M 522M 392M 261M 131M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name GRAY, GRAY & GRAY, LLP Filing Date12/22/2025 Form ADV-E View Report
Accounting Firm Name GRAY, GRAY & GRAY, LLP Filing Date11/21/2024 Form ADV-E View Report
Accounting Firm Name GRAY, GRAY & GRAY, LLP Filing Date11/30/2023 Form ADV-E View Report

Brochure Summary