| 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 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
No private funds