| As of Date | 09/06/2026 |
| Registration | SEC, Approved, 10/18/2024 |
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| ADV Location | COLUMBUS, GA, United States |
| Contact Info | 706 xxxxxxx |
| Websites |
| AUM* | 247,495,975 |
| of that, discretionary | 247,495,975 100% |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 597,816 |
| % High Net Worth | 14.04% |
| 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
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name BDO USA, P.C. | Filing Date01/27/2026 | Form ADV-E View Report |