| As of Date | 04/22/2026 |
| Registration | SEC, Approved, 05/12/2022 |
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| ADV Location | AUGUSTA, GA, United States |
| Contact Info | 706 xxxxxxx |
| Websites |
| AUM* | 320,162,279 60% |
| of that, discretionary | 320,162,279 60% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 384,810 32% |
| % High Net Worth | 23.59% 58% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Other
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds