Adviser Profile

As of Date 02/27/2026
Registration SEC, Approved, 03/20/2024
Other registrations (1)
ADV Location HATTIESBURG, MS, United States
Contact Info (60 xxxxxxx
Websites
AUM* 225,002,118 19%
of that, discretionary 212,166,160 19%
Number of Employees 5 150%
of those in investment advisory functions 3 50%
Private Fund GAV* 0
Avg Account Size 288,095 2%
% High Net Worth 24.41% 17%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

212M 182M 152M 121M 91M 61M 30M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$23,695,980 % Position12.00% $ Change37.00% # Change0.00%
Stck Ticker464287200 Stock NameISHARES TR $ Position$20,330,424 % Position11.00% $ Change8.00% # Change5.00%
Stck Ticker78467V848 Stock NameSSGA ACTIVE ETF TR $ Position$6,947,173 % Position4.00% $ Change-2.00% # Change3.00%
Stck Ticker78464A409 Stock NameSPDR SERIES TRUST $ Position$6,937,914 % Position4.00% $ Change6.00% # Change2.00%
Stck Ticker78464A508 Stock NameSPDR SERIES TRUST $ Position$6,269,729 % Position3.00% $ Change4.00% # Change3.00%
Stck Ticker46435G326 Stock NameISHARES TR $ Position$4,855,037 % Position3.00% $ Change6.00% # Change6.00%
Stck Ticker921937835 Stock NameVANGUARD BD INDEX FDS $ Position$5,724,170 % Position3.00% $ Change-1.00% # Change4.00%
Stck Ticker46432F842 Stock NameISHARES TR $ Position$3,783,067 % Position2.00% $ Change-1.00% # Change-1.00%
Stck Ticker46434G103 Stock NameISHARES INC $ Position$3,333,518 % Position2.00% $ Change0.00% # Change3.00%
Stck Ticker464287507 Stock NameISHARES TR $ Position$4,408,952 % Position2.00% $ Change-7.00% # Change0.00%

Brochure Summary