| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 05/04/2020 |
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| ADV Location | BIRMINGHAM, AL, United States |
| Contact Info | 205 xxxxxxx |
| Websites |
| AUM* | 176,696,639 7% |
| of that, discretionary | 176,696,639 44% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 833,475 -20% |
| % High Net Worth | 29.63% 17% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
No private funds