| As of Date | 07/15/2026 |
| Registration | SEC, Approved, 08/07/2024 |
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| ADV Location | FORT MILL, SC, United States |
| Contact Info | 704 xxxxxxx |
| Websites |
| AUM* | 24,939,385,373 |
| of that, discretionary | 24,935,743,002 100% |
| Number of Employees | 5,215 8048% |
| of those in investment advisory functions | 4,492 37333% |
| Private Fund GAV* | 0 |
| Avg Account Size | 179,173 |
| % High Net Worth | 22.25% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name DELOITTE AND TOUCHE LLP | Filing Date06/25/2025 | Form ADV-E View Report |