| As of Date | 01/05/2026 |
| Registration | SEC, Approved, 02/05/2024 |
|
|
|
| ADV Location | CHARLOTTE, NC, United States |
| Contact Info | 704 xxxxxxx |
| Websites |
| AUM* | 181,283,949 26% |
| of that, discretionary | 113,899,379 31% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 468,434 11% |
| % High Net Worth | 36.36% 2% |
| SMA’s | No |
| Private Funds | 1 1 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |