Adviser Profile
| As of Date | 07/15/2026 |
| Registration | SEC, Approved, 01/21/2025 |
|
|
|
| Former registrations | |
| ADV Location | GREENVILLE, SC, United States |
| Contact Info | (86 xxxxxxx |
| Websites |
| AUM* | 300,812,330 66% |
| of that, discretionary | 300,812,330 66% |
| Number of Employees | 31 29% |
| of those in investment advisory functions | 8 14% |
| Private Fund GAV* | 0 |
| Avg Account Size | 123,537 12% |
| % High Net Worth | 5.69% 114% |
| 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
301M
258M
215M
172M
129M
86M
43M
2024
2025
2026
Private Funds
No private funds