| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 06/14/2021 |
| ADV Location | MEMPHIS, TN, United States |
| Contact Info | 901 xxxxxxx |
| Websites |
| AUM* | 22,865,632 -21% |
| of that, discretionary | 22,865,632 10% |
| Number of Employees | 29 16% |
| of those in investment advisory functions | 14 40% |
| Private Fund GAV* | 0 |
| Avg Account Size | 11,432,816 10% |
| SMA’s | No |
| Private Funds | 0 |
- State or municipal government entities
- Portfolio management for businesses
- A percentage of assets under your management
No private funds