| As of Date | 03/29/2026 |
| Registration | SEC, Approved, 06/29/2021 |
|
|
|
| ADV Location | PENSACOLA, FL, United States |
| Contact Info | 850 xxxxxxx |
| Websites |
| AUM* | 129,856,358 15% |
| of that, discretionary | 129,856,358 15% |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 221,598 -9% |
| % High Net Worth | 22.25% 86% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds