| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 05/15/2019 |
| ADV Location | PEACHTREE CORNERS, GA, United States |
| Contact Info | 770 xxxxxxx |
| Websites |
| AUM* | 354,000,000 -43% |
| of that, discretionary | 354,000,000 -43% |
| Number of Employees | 4 -20% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,017,241 -36% |
| SMA’s | Yes |
| Private Funds | 0 |
- Investment companies
- Other investment advisers
- Portfolio management for investment companies
- Portfolio management for businesses
- A percentage of assets under your management
No private funds