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Adviser Profile

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

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Insurance companies

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

360M 308M 257M 205M 154M 103M 51M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary