| As of Date | 03/25/2026 |
| Registration | SEC, Approved, 09/30/2024 |
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| ADV Location | CLARKSVILLE, TN, United States |
| Contact Info | 931 xxxxxxx |
| Websites |
| AUM* | 180,726,290 29% |
| of that, discretionary | 157,625,359 31% |
| Number of Employees | 7 |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 202,835 12% |
| % High Net Worth | 12.69% 602% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- 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
- Selection of other advisers
- 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 Ticker69344A107 | Stock NamePGIM ETF TR | $ Position$14,352,748 | % Position9.00% | $ Change2.00% | # Change2.00% |
| Stck Ticker922908769 | Stock NameVANGUARD INDEX FDS | $ Position$15,320,263 | % Position9.00% | $ Change1.00% | # Change0.00% |
| Stck Ticker922908363 | Stock NameVANGUARD INDEX FDS | $ Position$12,766,165 | % Position8.00% | $ Change12.00% | # Change10.00% |
| Stck Ticker78410K667 | Stock NameSCM TRUST | $ Position$12,037,841 | % Position7.00% | $ Change4.00% | # Change1.00% |
| Stck Ticker92189F429 | Stock NameVANECK ETF TRUST | $ Position$10,824,755 | % Position6.00% | $ Change2.00% | # Change4.00% |
| Stck Ticker37954Y350 | Stock NameGLOBAL X FDS | $ Position$8,171,265 | % Position5.00% | $ Change-1.00% | # Change5.00% |
| Stck Ticker46432F842 | Stock NameISHARES TR | $ Position$6,480,691 | % Position4.00% | $ Change9.00% | # Change9.00% |
| Stck Ticker921909768 | Stock NameVANGUARD STAR FDS | $ Position$6,089,848 | % Position4.00% | $ Change0.00% | # Change1.00% |
| Stck Ticker921937835 | Stock NameVANGUARD BD INDEX FDS | $ Position$5,126,001 | % Position3.00% | $ Change-2.00% | # Change3.00% |
| Stck Ticker92206C409 | Stock NameVANGUARD SCOTTSDALE FDS | $ Position$4,263,041 | % Position3.00% | $ Change1.00% | # Change3.00% |