| As of Date | 03/23/2026 |
| Registration | SEC, Approved, 11/13/2024 |
| ADV Location | PENSACOLA, FL, United States |
| Contact Info | 850 xxxxxxx |
| Websites |
| AUM* | 7,340,000 |
| of that, discretionary | 0 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 7,340,000 |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds