Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 01/28/2019
ADV Location WINCHESTER, TN, United States
Contact Info 931 xxxxxxx
Websites
AUM* 246,890,946 590%
of that, discretionary 246,890,946 590%
Number of Employees 4 -20%
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 250,651 72%
% High Net Worth 16.23%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- 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

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

Reported AUM

247M 212M 176M 141M 106M 71M 35M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary