| As of Date | 02/12/2026 |
| Registration | SEC, Approved, 08/20/2019 |
| ADV Location | BIRMINGHAM, AL, United States |
| Contact Info | (20 xxxxxxx |
| Websites |
| AUM* | 806,422,657 12% |
| of that, discretionary | 648,520,665 16% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 650,341 -65% |
| % High Net Worth | 38.99% 11% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds