| As of Date | 06/24/2026 |
| Registration | SEC, Approved, 09/24/2024 |
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| ADV Location | MT. PLEASANT, SC, United States |
| Contact Info | 843 xxxxxxx |
| Websites |
| AUM* | 559,277,399 39% |
| of that, discretionary | 481,815,058 20% |
| Number of Employees | 19 |
| of those in investment advisory functions | 12 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 245,190 -18% |
| % High Net Worth | 17.68% -58% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker78462F103 | Stock NameSTATE STREET SPDR S&P 500 ETF | $ Position$91,660,498 | % Position22.00% | $ Change3.00% | # Change1.00% |
| Stck Ticker743315103 | Stock NamePROGRESSIVE CORP COM | $ Position$42,480,530 | % Position10.00% | $ Change-5.00% | # Change1.00% |
| Stck Ticker78463X889 | Stock NameSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $ Position$34,757,405 | % Position8.00% | $ Change11.00% | # Change11.00% |
| Stck Ticker464287200 | Stock NameISHARES CORE S&P 500 ETF | $ Position$28,968,410 | % Position7.00% | $ Change16.00% | # Change13.00% |
| Stck Ticker46138J429 | Stock NameINVESCO BULLETSHARES 2031 CORPORATE BOND ETF | $ Position$24,746,727 | % Position6.00% | $ Change16.00% | # Change20.00% |
| Stck Ticker46138J577 | Stock NameINVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $ Position$20,382,317 | % Position5.00% | $ Change7.00% | # Change9.00% |
| Stck Ticker97717Y527 | Stock NameWISDOMTREE FLOATING RATE TREASURY FUND | $ Position$18,275,620 | % Position4.00% | $ Change18.00% | # Change18.00% |
| Stck Ticker36828A101 | Stock NameGE VERNOVA INC COM | $ Position$16,991,945 | % Position4.00% | $ Change-44.00% | # Change-30.00% |
| Stck Ticker378331000 | Stock NameAPPLE INC COM | $ Position$14,048,432 | % Position3.00% | $ Change | # Change |
| Stck Ticker874039100 | Stock NameTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $ Position$13,827,492 | % Position3.00% | $ Change-31.00% | # Change-28.00% |