| As of Date | 03/19/2026 |
| Registration | SEC, Approved, 03/15/2023 |
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| ADV Location | ATLANTA, GA, United States |
| Contact Info | 470 xxxxxxx |
| Websites |
| AUM* | 3,176,574,790 75% |
| of that, discretionary | 1,359,252,585 524% |
| Number of Employees | 8 33% |
| of those in investment advisory functions | 4 -20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 8,041,961 71% |
| % High Net Worth | 37.31% -2% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
No private funds