| As of Date | 02/19/2026 |
| Registration | SEC, Approved, 05/11/2018 |
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| ADV Location | ATLANTA, GA, United States |
| Contact Info | 770 xxxxxxx |
| Websites |
| AUM* | 281,738,620 41% |
| of that, discretionary | 281,738,620 41% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 843,529 12% |
| % High Net Worth | 42.14% -9% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Insurance companies
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY B | $ Position$20,442,432 | % Position9.00% | $ Change5.00% | # Change1.00% |
| Stck Ticker570535104 | Stock NameMARKEL | $ Position$20,899,160 | % Position9.00% | $ Change-1.00% | # Change-3.00% |
| Stck Ticker125523100 | Stock NameCIGNA | $ Position$16,581,600 | % Position7.00% | $ Change-1.00% | # Change-4.00% |
| Stck Ticker71880K101 | Stock NamePHINIA | $ Position$15,614,633 | % Position7.00% | $ Change-11.00% | # Change-26.00% |
| Stck Ticker701094104 | Stock NamePARKER HANNIFIN | $ Position$13,873,654 | % Position6.00% | $ Change-1.00% | # Change-9.00% |
| Stck Ticker256677105 | Stock NameDOLLAR GENERAL | $ Position$13,141,187 | % Position6.00% | $ Change-5.00% | # Change-2.00% |
| Stck Ticker504922105 | Stock NameLABCORP HOLDINGS | $ Position$10,789,240 | % Position5.00% | $ Change3.00% | # Change-1.00% |
| Stck Ticker037833100 | Stock NameAPPLE | $ Position$11,743,386 | % Position5.00% | $ Change11.00% | # Change-3.00% |
| Stck Ticker928881101 | Stock NameVONTIER | $ Position$12,523,981 | % Position5.00% | $ Change-19.00% | # Change0.00% |
| Stck Ticker143130102 | Stock NameCARMAX | $ Position$8,949,728 | % Position4.00% | $ Change25.00% | # Change-2.00% |