Adviser Profile

As of Date 05/14/2026
Registration SEC, Approved, 10/10/2019
ADV Location RALEIGH, NC, United States
Contact Info (25 xxxxxxx
Websites
AUM* 742,448,008 -2%
of that, discretionary 742,448,008 -2%
Number of Employees 44 -4%
of those in investment advisory functions 21 -16%
Private Fund GAV* 0
Avg Account Size 742,448,008 -2%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

758M 650M 542M 433M 325M 217M 108M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary