| As of Date | 02/06/2026 |
| Registration | SEC, Approved, 04/30/2020 |
| ADV Location | RUSSELLVILLE, AR, United States |
| Contact Info | 479 xxxxxxx |
| Websites |
| AUM* | 27,388,000 131% |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 396,928 24% |
| % High Net Worth | 4.35% -46% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
No private funds