Adviser Profile
| As of Date | 08/03/2026 |
| Registration | SEC, Approved, 04/11/2025 |
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| Former registrations | |
| Contact Info | (65 xxxxxxx |
| Websites |
| AUM* | 167,479,471 65% |
| of that, discretionary | 164,278,826 62% |
| Number of Employees | 6 50% |
| of those in investment advisory functions | 6 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 439,579 23% |
| % High Net Worth | 44.14% -4% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
164M
141M
117M
94M
70M
47M
23M
2025
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name MAGGART CPAS & ADVISORS | Filing Date03/28/2025 | Form ADV-E View Report |