| As of Date | 03/20/2026 |
| Registration | SEC, Approved, 07/16/2018 |
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| ADV Location | NASHVILLE, TN, United States |
| Contact Info | 615 xxxxxxx |
| Websites |
| AUM* | 144,878,543 -7% |
| of that, discretionary | 144,878,543 -7% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 243,085 -18% |
| % High Net Worth | 22.77% -2% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds