Adviser Profile
| As of Date | 03/23/2026 |
| Registration | SEC, Approved, 06/25/2021 |
| Former registrations | |
| ADV Location | KNOXVILLE, TN, United States |
| Contact Info | (86 xxxxxxx |
| Websites |
| AUM* | 272,404,421 48% |
| of that, discretionary | 210,705,412 14% |
| Number of Employees | 13 8% |
| of those in investment advisory functions | 5 -17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 166,405 149% |
| % High Net Worth | 14.66% -14% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
211M
181M
151M
120M
90M
60M
30M
2021
2022
2023
2024
2025
2026
Private Funds
No private funds