Adviser Profile

As of Date 07/22/2026
Registration SEC, Approved, 01/04/2021
ADV Location WINTER PARK, FL, United States
Contact Info 407 xxxxxxx
AUM* 377,812,445 26%
of that, discretionary 377,812,445 26%
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 662,829 12%
% High Net Worth 61.90% 6%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

378M 324M 270M 216M 162M 108M 54M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary