| As of Date | 03/23/2026 |
| Registration | SEC, Approved, 10/25/2024 |
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| ADV Location | NASHVILLE, TN, United States |
| Contact Info | 804 xxxxxxx |
| Websites |
| AUM* | 1,578,761,274 33% |
| of that, discretionary | 0 |
| Number of Employees | 6 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 143,523,752 -27% |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds