| As of Date | 04/08/2026 |
| Registration | SEC, Approved, 07/15/2022 |
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| ADV Location | HENDERSONVILLE, TN, United States |
| Contact Info | 615 xxxxxxx |
| Websites |
| AUM* | 392,952,016 91% |
| of that, discretionary | 382,682,836 86% |
| Number of Employees | 35 59% |
| of those in investment advisory functions | 9 80% |
| Private Fund GAV* | 0 |
| Avg Account Size | 169,084 35% |
| % High Net Worth | 3.42% 189% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds