Adviser Profile
| As of Date | 07/15/2026 |
| Registration | SEC, Approved, 07/26/2019 |
| ADV Location | RIDGELAND, MS, United States |
| Contact Info | 601 xxxxxxx |
| Websites |
| AUM* | 458,603,206 50% |
| of that, discretionary | 394,079,662 29% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 3 200% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,376,182 -57% |
| % High Net Worth | 41.24% -30% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
395M
339M
282M
226M
169M
113M
56M
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds