Adviser Profile

As of Date 08/25/2026
Registration SEC, Approved, 07/16/2020
ADV Location TALLAHASSEE, FL, United States
Contact Info 850 xxxxxxx
Websites
AUM* 242,635,477 8%
of that, discretionary 242,635,477 8%
Number of Employees 6
of those in investment advisory functions 1 -67%
Private Fund GAV* 0
Avg Account Size 266,632 3%
% High Net Worth 27.19% -9%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

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

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

254M 218M 181M 145M 109M 73M 36M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker110122108 Stock NameBRISTOL-MYERS SQUIBB CO $ Position$11,925,639 % Position11.00% $ Change3.00% # Change8.00%
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$5,795,007 % Position5.00% $ Change30.00% # Change14.00%
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$3,980,499 % Position4.00% $ Change-2.00% # Change-3.00%
Stck Ticker037833100 Stock NameAPPLE INC $ Position$3,070,423 % Position3.00% $ Change15.00% # Change1.00%
Stck Ticker00724F101 Stock NameADOBE INC $ Position$2,730,866 % Position2.00% $ Change-11.00% # Change5.00%
Stck Ticker001055102 Stock NameAFLAC INC $ Position$2,727,053 % Position2.00% $ Change7.00% # Change0.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$1,691,737 % Position2.00% $ Change9.00% # Change-5.00%
Stck Ticker22822V101 Stock NameCROWN CASTLE INC $ Position$2,185,038 % Position2.00% $ Change-9.00% # Change-3.00%
Stck Ticker293792107 Stock NameENTERPRISE PRODS PARTNERS L $ Position$1,982,487 % Position2.00% $ Change-4.00% # Change-1.00%
Stck Ticker33739H101 Stock NameFIRST TR EXCHANGE TRAD FD VI $ Position$1,714,438 % Position2.00% $ Change-11.00% # Change-6.00%

Brochure Summary