| As of Date | 07/27/2026 |
| Registration | SEC, Approved, 04/17/2020 |
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| ADV Location | VERO BEACH, FL, United States |
| Contact Info | 770 xxxxxxx |
| Websites |
| AUM* | 124,161,851 -16% |
| of that, discretionary | 121,888,632 7% |
| Number of Employees | 9 -10% |
| of those in investment advisory functions | 4 -43% |
| Private Fund GAV* | 0 |
| Avg Account Size | 315,933 -12% |
| % High Net Worth | 9.73% 109% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds