Adviser Profile
| As of Date | 03/19/2026 |
| Registration | SEC, Approved, 04/25/2024 |
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| Former registrations | |
| Contact Info | 404 xxxxxxx |
| Websites |
| AUM* | 296,314,745 13% |
| of that, discretionary | 296,314,745 13% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,822,045 7% |
| % High Net Worth | 62.81% -12% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
296M
254M
212M
169M
127M
85M
42M
2024
2025
2026
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker00287Y109 | Stock NameABBVIE INC | $ Position$28,854,725 | % Position11.00% | $ Change3.00% | # Change-1.00% |
| Stck Ticker478160104 | Stock NameJOHNSON & JOHNSON | $ Position$20,866,767 | % Position8.00% | $ Change4.00% | # Change0.00% |
| Stck Ticker92826C839 | Stock NameVISA INC | $ Position$19,166,865 | % Position7.00% | $ Change3.00% | # Change-1.00% |
| Stck Ticker002824100 | Stock NameABBOTT LABORATORIES | $ Position$10,749,186 | % Position4.00% | $ Change9.00% | # Change0.00% |
| Stck Ticker540424108 | Stock NameLOEWS CORP | $ Position$10,759,841 | % Position4.00% | $ Change-8.00% | # Change0.00% |
| Stck Ticker025816109 | Stock NameAMERICAN EXPRESS CO | $ Position$9,450,999 | % Position3.00% | $ Change-11.00% | # Change-1.00% |
| Stck TickerG1151C101 | Stock NameACCENTURE PLC IRELAND | $ Position$7,945,477 | % Position3.00% | $ Change48.00% | # Change0.00% |
| Stck Ticker58933Y105 | Stock NameMERCK & CO INC | $ Position$7,507,981 | % Position3.00% | $ Change13.00% | # Change0.00% |
| Stck Ticker053015103 | Stock NameAUTOMATIC DATA PROCESSING IN | $ Position$5,798,340 | % Position2.00% | $ Change13.00% | # Change-2.00% |
| Stck Ticker136375102 | Stock NameCANADIAN NATL RY CO | $ Position$5,144,212 | % Position2.00% | $ Change0.00% | # Change0.00% |