Adviser Profile
| As of Date | 07/13/2026 |
| Registration | SEC, Approved, 10/01/2024 |
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| Former registrations | |
| ADV Location | MCDONOUGH, GA, United States |
| Contact Info | (67 xxxxxxx |
| Websites |
| AUM* | 71,832,116 |
| of that, discretionary | 71,832,116 100% |
| Number of Employees | 9 125% |
| of those in investment advisory functions | 5 67% |
| Private Fund GAV* | 0 |
| Avg Account Size | 204,069 |
| % High Net Worth | 11.54% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Related adviser
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
72M
62M
51M
41M
31M
21M
10M
2024
2025
2026
Private Funds
No private funds