| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 04/16/2025 |
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| ADV Location | ATLANTA, GA, United States |
| Contact Info | (40 xxxxxxx |
| Websites |
| AUM* | 531,190,303 168% |
| of that, discretionary | 531,190,303 168% |
| Number of Employees | 6 100% |
| of those in investment advisory functions | 6 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 48,290,028 95% |
| SMA’s | No |
| Private Funds | 0 |
- Banking or thrift institutions
- Investment companies
- Insurance companies
- Portfolio management for investment companies
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds