Adviser Profile

As of Date 08/16/2026
Registration SEC, Approved, 09/11/2024
ADV Location ORLANDO, FL, United States
Contact Info 407 xxxxxxx
Websites
AUM* 306,638,684 34%
of that, discretionary 306,638,684 34%
Number of Employees 18 200%
of those in investment advisory functions 4 -33%
Private Fund GAV* 0
Avg Account Size 973,456 184%
% High Net Worth 100.00% 35%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Performance-based fees

Reported AUM

307M 263M 219M 175M 131M 88M 44M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees