| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 03/03/2022 |
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| ADV Location | MEMPHIS, TN, United States |
| Contact Info | 901 xxxxxxx |
| Websites |
| AUM* | 201,963,902 14% |
| of that, discretionary | 188,166,663 13% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 426,084 8% |
| % High Net Worth | 16.88% 2% |
| 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
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name JACKSON, HOWELL & ASSOCIATES, PLLC | Filing Date04/24/2025 | Form ADV-E View Report |
| Accounting Firm Name JACKSON, HOWELL & ASSOCIATES, PLLC | Filing Date02/06/2024 | Form ADV-E View Report |