| As of Date | 09/24/2026 |
| Registration | SEC, Approved, 09/25/2024 |
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| ADV Location | CHARLOTTE, NC, United States |
| Contact Info | 704 xxxxxxx |
| Websites |
| AUM* | 1,010,934,630 721% |
| of that, discretionary | 12,082,469 100% |
| Number of Employees | 13 30% |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 63,183,414 259% |
| SMA’s | No |
| Private Funds | 0 |
- Charitable organizations
- State or municipal government entities
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds