Adviser Profile
| As of Date | 09/11/2026 |
| Registration | SEC, Approved, 03/13/2025 |
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| Former registrations | |
| ADV Location | ATLANTA, GA, United States |
| Contact Info | (91 xxxxxxx |
| Websites |
| AUM* | 105,040,254 5% |
| of that, discretionary | 102,505,746 2% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,010,002 -7% |
| % High Net Worth | 45.00% 33% |
| 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
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
103M
88M
73M
59M
44M
29M
15M
2025
2026
Private Funds
No private funds