Adviser Profile

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

Adviser Type

- Related adviser

Client Types

- State or municipal government entities

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

29M 25M 21M 17M 12M 8M 4M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary