| As of Date | 02/13/2026 |
| Registration | SEC, Approved, 05/17/2022 |
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| ADV Location | SOUTHERN PINES, NC, United States |
| Contact Info | 910 xxxxxxx |
| Websites |
| AUM* | 148,240,000 19% |
| of that, discretionary | 148,240,000 19% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 298,871 13% |
| % High Net Worth | 19.57% -11% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds