| 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$88,939,110 | % Position22.00% | $ Change17.00% | # Change2.00% |
| Stck Ticker743315103 | Stock NamePROGRESSIVE CORP COM | $ Position$44,504,163 | % Position11.00% | $ Change11.00% | # Change1.00% |
| Stck Ticker78463X889 | Stock NameSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $ Position$31,305,390 | % Position8.00% | $ Change18.00% | # Change7.00% |
| Stck Ticker36828A101 | Stock NameGE VERNOVA INC COM | $ Position$30,190,377 | % Position7.00% | $ Change29.00% | # Change-4.00% |
| Stck Ticker464287200 | Stock NameISHARES CORE S&P 500 ETF | $ Position$24,981,686 | % Position6.00% | $ Change23.00% | # Change8.00% |
| Stck Ticker874039100 | Stock NameTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $ Position$20,115,248 | % Position5.00% | $ Change37.00% | # Change-3.00% |
| Stck Ticker46138J429 | Stock NameINVESCO BULLETSHARES 2031 CORPORATE BOND ETF | $ Position$21,364,405 | % Position5.00% | $ Change9.00% | # Change10.00% |
| Stck Ticker46138J577 | Stock NameINVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $ Position$19,007,781 | % Position5.00% | $ Change6.00% | # Change6.00% |
| Stck Ticker97717Y527 | Stock NameWISDOMTREE FLOATING RATE TREASURY FUND | $ Position$15,498,793 | % Position4.00% | $ Change7.00% | # Change7.00% |
| Stck Ticker46137V241 | Stock NameINVESCO S&P 500 QUALITY ETF | $ Position$14,753,654 | % Position4.00% | $ Change26.00% | # Change5.00% |