| As of Date | 05/27/2026 |
| Registration | SEC, Approved, 10/31/2024 |
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| ADV Location | GREENSBORO, NC, United States |
| Contact Info | 336 xxxxxxx |
| Websites |
| AUM* | 644,556,885 -1% |
| of that, discretionary | 643,983,735 68% |
| Number of Employees | 5 -17% |
| of those in investment advisory functions | 4 -20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 584,367 -11% |
| % High Net Worth | 41.54% 62% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Charitable organizations
- 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