| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 01/02/2020 |
| ADV Location | MT PLEASANT, SC, United States |
| Contact Info | 843 xxxxxxx |
| Websites |
| AUM* | 90,653,658 113% |
| of that, discretionary | 87,330,861 106% |
| Number of Employees | 6 -14% |
| of those in investment advisory functions | 3 -57% |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,626,146 -23% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Banking or thrift institutions
- Investment companies
- Corporations or other businesses not listed above
- Portfolio management for investment companies
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
No private funds