| As of Date | 08/12/2026 |
| Registration | Tennessee, Approved, 06/08/2026 |
|
|
|
| ADV Location | FRANKLIN, TN, United States |
| Contact Info | 210 xxxxxxx |
| Websites |
| AUM* | 62,313,662 -47% |
| of that, discretionary | 42,416,364 -55% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 4,374,012 -62% |
| Avg Account Size | 700,154 -30% |
| % High Net Worth | 35.71% -11% |
| SMA’s | No |
| Private Funds | 3 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Other investment advisers
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |