| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 07/06/2021 |
| ADV Location | CHARLOTTE, NC, United States |
| Contact Info | (70 xxxxxxx |
| Websites |
| AUM* | 100,888,502 |
| of that, discretionary | 100,888,502 100% |
| Number of Employees | 4 100% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 33,629,501 |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds