| As of Date | 04/07/2026 |
| Registration | SEC, Approved, 07/25/2024 |
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| ADV Location | FRANKLIN, TN, United States |
| Contact Info | 615 xxxxxxx |
| Websites |
| AUM* | 247,058,110 27% |
| of that, discretionary | 212,756,785 19% |
| Number of Employees | 7 17% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 337,051 12% |
| % High Net Worth | 18.64% 15% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds