| As of Date | 05/05/2026 |
| Registration | SEC, Approved, 10/09/2024 |
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| ADV Location | SPRING HILL, TN, United States |
| Contact Info | (61 xxxxxxx |
| Websites |
| AUM* | 118,459,793 -8% |
| of that, discretionary | 115,444,921 3% |
| Number of Employees | 2 -33% |
| of those in investment advisory functions | 1 -67% |
| Private Fund GAV* | 0 |
| Avg Account Size | 357,885 9% |
| % High Net Worth | 20.95% 87% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds