Adviser Profile
| As of Date | 03/12/2026 |
| Registration | SEC, Approved, 07/02/2024 |
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| Former registrations | |
| ADV Location | MACON, GA, United States |
| Contact Info | 478 xxxxxxx |
| Websites |
| AUM* | 189,052,740 39% |
| of that, discretionary | 182,338,105 42% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 406,565 36% |
| % High Net Worth | 14.84% -7% |
| 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
- Fixed fees (other than subscription fees)
Reported AUM
182M
156M
130M
104M
78M
52M
26M
2024
2025
2026
Private Funds
No private funds