| As of Date | 05/15/2026 |
| Registration | SEC, Approved, 03/12/2021 |
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| ADV Location | WINSTON-SALEM, NC, United States |
| Contact Info | 336 xxxxxxx |
| AUM* | 169,515,660 37% |
| of that, discretionary | 163,556,321 36% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 198,729 -21% |
| % High Net Worth | 9.44% -4% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds