| As of Date | 03/03/2026 |
| Registration | SEC, Approved, 09/06/2019 |
| ADV Location | TAMPA, FL, United States |
| Contact Info | 888 xxxxxxx |
| AUM* | 329,006,989 5% |
| of that, discretionary | 223,798,644 -29% |
| Number of Employees | 16 -16% |
| of those in investment advisory functions | 9 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 164,503,495 57% |
| SMA’s | Yes |
| Private Funds | 0 |
- Other investment advisers
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker464287226 | Stock NameISHARES TR | $ Position$44,275,551 | % Position20.00% | $ Change-1.00% | # Change0.00% |
| Stck Ticker78462F103 | Stock NameSTATE STR SPDR S&P 500 ETF T | $ Position$37,101,132 | % Position17.00% | $ Change12.00% | # Change-3.00% |
| Stck Ticker46432F842 | Stock NameISHARES TR | $ Position$33,061,865 | % Position15.00% | $ Change5.00% | # Change-1.00% |
| Stck Ticker464288646 | Stock NameISHARES TR | $ Position$13,326,890 | % Position6.00% | $ Change-1.00% | # Change0.00% |
| Stck Ticker464287242 | Stock NameISHARES TR | $ Position$13,228,284 | % Position6.00% | $ Change0.00% | # Change0.00% |
| Stck Ticker922908736 | Stock NameVANGUARD INDEX FDS | $ Position$12,369,068 | % Position6.00% | $ Change15.00% | # Change485.00% |
| Stck Ticker464287507 | Stock NameISHARES TR | $ Position$12,974,495 | % Position6.00% | $ Change12.00% | # Change-2.00% |
| Stck Ticker922908744 | Stock NameVANGUARD INDEX FDS | $ Position$11,888,667 | % Position5.00% | $ Change9.00% | # Change-2.00% |
| Stck Ticker464287804 | Stock NameISHARES TR | $ Position$9,770,139 | % Position4.00% | $ Change17.00% | # Change-2.00% |
| Stck Ticker381430438 | Stock NameGOLDMAN SACHS ETF TR | $ Position$9,227,820 | % Position4.00% | $ Change9.00% | # Change-2.00% |