| As of Date | 01/08/2026 |
| Registration | SEC, Approved, 02/29/2024 |
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| ADV Location | DAPHNE, AL, United States |
| Contact Info | 251 xxxxxxx |
| Websites |
| AUM* | 256,543,633 132% |
| of that, discretionary | 244,083,834 138% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 732,982 87% |
| % High Net Worth | 55.74% 2% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds