Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 04/14/2017
ADV Location ATLANTA, GA, United States
Contact Info 770 xxxxxxx
Websites
AUM* 575,940,995 30%
of that, discretionary 575,940,995 30%
Number of Employees 28 33%
of those in investment advisory functions 14 100%
Private Fund GAV* 0
Avg Account Size 95,990,166 8%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

960M 822M 685M 548M 411M 274M 137M
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 WIPFLI LLP Filing Date09/30/2025 Form ADV-E View Report
Accounting Firm Name WIPFLI LLP Filing Date07/11/2024 Form ADV-E View Report
Accounting Firm Name WIPFLI LLP Filing Date09/26/2023 Form ADV-E View Report

Brochure Summary