Adviser Profile
| As of Date | 03/17/2026 |
| Registration | SEC, Approved, 12/20/2024 |
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| Former registrations | |
| ADV Location | MEMPHIS, TN, United States |
| Contact Info | 901 xxxxxxx |
| Websites |
| AUM* | 154,758,579 47% |
| of that, discretionary | 146,572,491 40% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 470,391 27% |
| % High Net Worth | 57.50% -7% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
147M
126M
105M
84M
63M
42M
21M
2024
2025
2026
Private Funds
No private funds