Adviser Profile

As of Date 03/25/2026
Registration SEC, Approved, 05/15/2020
Other registrations (4)
ADV Location TALLAHASSEE, FL, United States
Contact Info 850 xxxxxxx
Websites
AUM* 241,535,549 23%
of that, discretionary 240,714,802 23%
Number of Employees 6 20%
of those in investment advisory functions 3 50%
Private Fund GAV* 0
Avg Account Size 147,188 34%
% High Net Worth 2.38% 23%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

241M 206M 172M 138M 103M 69M 34M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary