Adviser Profile

As of Date 03/13/2026
Registration SEC, Approved, 10/29/2021
ADV Location GREENVILLE, SC, United States
Contact Info 864 xxxxxxx
Websites
AUM* 39,330 8%
of that, discretionary 39,330 8%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 291 3%
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

Reported AUM

61K 52K 43K 35K 26K 17K 9K
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary