| As of Date | 03/18/2026 |
| Registration | SEC, Approved, 05/26/2021 |
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| ADV Location | BRENTWOOD, TN, United States |
| Contact Info | 615 xxxxxxx |
| Websites |
| AUM* | 146,425,524 21% |
| of that, discretionary | 138,147,486 17% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 841,526 18% |
| % High Net Worth | 79.63% 16% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds