| As of Date | 01/26/2026 |
| Registration | SEC, Approved, 02/25/2021 |
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| ADV Location | MATTHEWS, NC, United States |
| Contact Info | 704 xxxxxxx |
| Websites |
| AUM* | 266,028,959 46% |
| of that, discretionary | 266,028,959 46% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 312,975 24% |
| % High Net Worth | 33.60% 41% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds