Adviser Profile
| As of Date | 09/15/2026 |
| Registration | SEC, Approved, 01/03/2025 |
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| Former registrations | |
| ADV Location | CLEARWATER, FL, United States |
| Contact Info | 727 xxxxxxx |
| Websites |
| AUM* | 142,558,870 30% |
| of that, discretionary | 130,553,769 29% |
| Number of Employees | 4 -20% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 282,295 14% |
| % High Net Worth | 29.17% 19% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
131M
112M
93M
75M
56M
37M
19M
2024
2025
2026
Private Funds
No private funds