| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 11/06/2020 |
| ADV Location | ASHEVILLE, NC, United States |
| Contact Info | 828 xxxxxxx |
| Websites |
| AUM* | 263,173,121 24% |
| of that, discretionary | 263,173,121 24% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 65,793,280 24% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker78462F103 | Stock NameSTATE STR SPDR S&P 500 ETF T | $ Position$171,747,202 | % Position98.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker46438F101 | Stock NameISHARES BITCOIN TRUST ETF | $ Position$3,994,800 | % Position2.00% | $ Change-12.00% | # Change2.00% |