Adviser Profile

As of Date 05/07/2026
Registration SEC, Approved, 05/15/2020
ADV Location ATLANTA, GA, United States
Contact Info 866 xxxxxxx
Websites
AUM* 1,427,705 -16%
of that, discretionary 1,427,705 -16%
Number of Employees 3 -25%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 158,634 -7%
SMA’s Yes
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

2M 2M 1M 1M 818K 545K 273K
2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary