| As of Date | 07/17/2026 |
| Registration | SEC, Approved, 10/17/2024 |
|
|
|
| ADV Location | CHARLOTTE, NC, United States |
| Contact Info | 877 xxxxxxx |
| Websites |
| AUM* | 223,538,419 47% |
| of that, discretionary | 223,538,419 47% |
| Number of Employees | 4 -20% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 415,499 11% |
| % High Net Worth | 26.09% 9% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
No private funds