Adviser Profile

As of Date 02/20/2026
Registration SEC, Approved, 04/19/2022
Other registrations (3)
ADV Location BEAUFORT, SC, United States
Contact Info 610 xxxxxxx
Websites
AUM* 335,686,442 48%
of that, discretionary 335,686,442 48%
Number of Employees 6
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 1,316,417 4%
% High Net Worth 79.00% -2%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

336M 288M 240M 192M 144M 96M 48M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary