Adviser Profile
| As of Date | 01/28/2026 |
| Registration | SEC, Approved, 02/03/2025 |
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| Former registrations | |
| ADV Location | CHAPEL HILL, NC, United States |
| Contact Info | 984 xxxxxxx |
| Websites |
| AUM* | 137,773,753 17% |
| of that, discretionary | 121,599,394 17% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 354,174 12% |
| % High Net Worth | 37.25% 2% |
| 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
- Portfolio management for businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
122M
104M
87M
69M
52M
35M
17M
2025
2026
Private Funds
No private funds