Adviser Profile

As of Date 03/25/2026
Registration SEC, Approved, 06/19/2020
Other registrations (3)
Contact Info 904 xxxxxxx
Websites
AUM* 304,630,511 38%
of that, discretionary 145,150,245 41%
Number of Employees 4
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,978,120 18%
% High Net Worth 25.00% -6%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

159M 137M 114M 91M 68M 46M 23M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary