Adviser Profile
| As of Date | 03/10/2026 |
| Registration | SEC, Approved, 04/11/2025 |
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| Former registrations | |
| ADV Location | CARY, NC, United States |
| Contact Info | 919 xxxxxxx |
| Websites |
| AUM* | 174,530,000 25% |
| of that, discretionary | 173,530,000 25% |
| Number of Employees | 7 75% |
| of those in investment advisory functions | 5 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 216,538 17% |
| % High Net Worth | 17.46% 34% |
| 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
- Fixed fees (other than subscription fees)
Reported AUM
174M
149M
124M
99M
74M
50M
25M
2025
2026
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker007903107 | Stock NameADVANCED MICRO DEVICES I | $ Position$30,944,923 | % Position19.00% | $ Change155.00% | # Change0.00% |
| Stck Ticker808524201 | Stock NameSCHWAB U.S. LARGE-CAP ETF | $ Position$22,356,368 | % Position14.00% | $ Change19.00% | # Change5.00% |
| Stck Ticker808524508 | Stock NameSCHWAB U.S. MID-CAP ETF | $ Position$13,420,465 | % Position8.00% | $ Change35.00% | # Change15.00% |
| Stck Ticker46429B747 | Stock NameISHARES 0-5 YEAR TIPS BOND ETF | $ Position$11,736,395 | % Position7.00% | $ Change71.00% | # Change72.00% |
| Stck Ticker532457108 | Stock NameELI LILLY & CO | $ Position$10,101,401 | % Position6.00% | $ Change22.00% | # Change-4.00% |
| Stck Ticker808524607 | Stock NameSCHWAB U.S. SMALL-CAP ETF | $ Position$8,199,184 | % Position5.00% | $ Change29.00% | # Change5.00% |
| Stck Ticker97717Y527 | Stock NameWISDOMTREE FLOATING RATE TREASURY FUND | $ Position$7,637,190 | % Position5.00% | $ Change-28.00% | # Change-28.00% |
| Stck Ticker714046109 | Stock NameREVVITY INC | $ Position$6,166,702 | % Position4.00% | $ Change30.00% | # Change0.00% |
| Stck Ticker235851102 | Stock NameDANAHER CORP | $ Position$4,554,171 | % Position3.00% | $ Change4.00% | # Change0.00% |
| Stck Ticker808524805 | Stock NameSCHWAB INTERNATIONAL EQUITY ETF | $ Position$4,791,026 | % Position3.00% | $ Change30.00% | # Change18.00% |