| As of Date | 07/23/2026 |
| Registration | SEC, Approved, 01/22/2024 |
| ADV Location | JACKSONVILLE, FL, United States |
| Contact Info | 844 xxxxxxx |
| Websites |
| AUM* | 359,554,552 60% |
| of that, discretionary | 359,554,552 60% |
| Number of Employees | 6 -84% |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 71,910,910 -36% |
| SMA’s | No |
| Private Funds | 3 3 |
- Pooled investment vehicles
- Insurance companies
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management
| Count | GAV | |
|---|---|---|
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