Adviser Profile
| As of Date | 05/26/2026 |
| Registration | SEC, Approved, 05/13/2020 |
| Former registrations | |
| ADV Location | BRENTWOOD, TN, United States |
| Contact Info | 800 xxxxxxx |
| Websites |
| AUM* | 71,050,000 10% |
| of that, discretionary | 71,050,000 10% |
| Number of Employees | 7 |
| of those in investment advisory functions | 6 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 486,644 -13% |
| % High Net Worth | 29.09% 100% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- An investment adviser (or subadviser) to an investment company
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
71M
61M
51M
41M
30M
20M
10M
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds