Adviser Profile
| As of Date | 02/03/2026 |
| Registration | SEC, Approved, 01/08/2018 |
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| ADV Location | SUWANEE, GA, United States |
| Contact Info | 770 xxxxxxx |
| Websites |
| AUM* | 234,000,000 34% |
| of that, discretionary | 0 |
| Number of Employees | 8 167% |
| of those in investment advisory functions | 8 167% |
| Private Fund GAV* | 0 |
| Avg Account Size | 309,934 17% |
| % High Net Worth | 28.30% 22% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
234M
201M
167M
134M
100M
67M
33M
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds