| 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 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| 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% |