| As of Date | 03/16/2026 |
| Registration | SEC, Approved, 05/12/1976 |
| ADV Location | CHATTANOOGA, TN, United States |
| Contact Info | 423 xxxxxxx |
| Websites |
| AUM* | 2,210,816,671 14% |
| of that, discretionary | 2,190,443,389 20% |
| Number of Employees | 13 18% |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,025,425 11% |
| % High Net Worth | 67.80% -26% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$177,384,160 | % Position9.00% | $ Change12.00% | # Change-1.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$70,826,539 | % Position4.00% | $ Change22.00% | # Change-2.00% |
| Stck Ticker464287291 | Stock NameISHARES TR | $ Position$82,327,160 | % Position4.00% | $ Change52.00% | # Change5.00% |
| Stck Ticker92206C102 | Stock NameVANGUARD SCOTTSDALE FDS | $ Position$77,235,707 | % Position4.00% | $ Change57.00% | # Change58.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$55,672,744 | % Position3.00% | $ Change1.00% | # Change0.00% |
| Stck Ticker381430230 | Stock NameGOLDMAN SACHS ETF TR | $ Position$51,394,518 | % Position3.00% | $ Change176.00% | # Change176.00% |
| Stck Ticker00287Y109 | Stock NameABBVIE INC | $ Position$40,521,467 | % Position2.00% | $ Change16.00% | # Change0.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$38,075,012 | % Position2.00% | $ Change11.00% | # Change-1.00% |
| Stck Ticker743315103 | Stock NamePROGRESSIVE CORP | $ Position$29,219,872 | % Position2.00% | $ Change10.00% | # Change0.00% |
| Stck TickerG8267P108 | Stock NameSMURFIT WESTROCK PLC | $ Position$35,726,224 | % Position2.00% | $ Change16.00% | # Change0.00% |