Adviser Profile
| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 08/23/2024 |
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| Former registrations | |
| ADV Location | PRESCOTT, AZ, United States |
| Contact Info | 928 xxxxxxx |
| Websites |
| AUM* | 240,099,860 48% |
| of that, discretionary | 240,099,860 54% |
| Number of Employees | 6 50% |
| of those in investment advisory functions | 5 25% |
| Private Fund GAV* | 385,567 -78% |
| Avg Account Size | 245,250 19% |
| % High Net Worth | 12.57% -16% |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- 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
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
240M
206M
171M
137M
103M
69M
34M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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