| As of Date | 02/11/2026 |
| Registration | SEC, Approved, 07/06/2017 |
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| ADV Location | RALEIGH, NC, United States |
| Contact Info | 919 xxxxxxx |
| Websites |
| AUM* | 309,434,084 21% |
| of that, discretionary | 300,754,464 20% |
| Number of Employees | 7 17% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 552,561 14% |
| % High Net Worth | 68.79% 15% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds