| As of Date | 03/24/2026 |
| ADV Location | ATLANTA, GA, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 78 |
| of those in investment advisory functions | 65 -2% |
| Registration | SEC, Approved, 01/30/2019 |
| AUM* | 2,735,571,106 -1% |
| of that, discretionary | 2,732,024,588 6% |
| Private Fund GAV* | 0 |
| Avg Account Size | 303,851 1% |
| % High Net Worth | 65.28% 142% |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | 404 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker53656F805 | Stock NameLISTED FDS TR | $ Position$87,863,837 | % Position10.00% | $ Change-17.00% | # Change-13.00% |
| Stck Ticker53656F581 | Stock NameLISTED FDS TR | $ Position$41,339,763 | % Position5.00% | $ Change-10.00% | # Change-5.00% |
| Stck Ticker53656F573 | Stock NameLISTED FDS TR | $ Position$32,372,617 | % Position4.00% | $ Change1.00% | # Change2.00% |
| Stck Ticker78468R663 | Stock NameSPDR SERIES TRUST | $ Position$29,270,131 | % Position3.00% | $ Change191.00% | # Change190.00% |
| Stck Ticker53656F862 | Stock NameLISTED FDS TR | $ Position$22,302,309 | % Position3.00% | $ Change13.00% | # Change15.00% |
| Stck Ticker464287614 | Stock NameISHARES TR | $ Position$20,969,054 | % Position2.00% | $ Change-20.00% | # Change-10.00% |
| Stck Ticker46434V878 | Stock NameISHARES TR | $ Position$20,489,357 | % Position2.00% | $ Change103.00% | # Change103.00% |
| Stck Ticker53656F854 | Stock NameLISTED FDS TR | $ Position$19,113,778 | % Position2.00% | $ Change-8.00% | # Change-7.00% |
| Stck Ticker53656F870 | Stock NameLISTED FDS TR | $ Position$19,492,513 | % Position2.00% | $ Change3.00% | # Change6.00% |
| Stck Ticker56167N183 | Stock NameMANAGED PORTFOLIO SERIES | $ Position$15,547,432 | % Position2.00% | $ Change47.00% | # Change56.00% |