Adviser Profile
| As of Date | 03/11/2026 |
| Registration | SEC, Approved, 04/14/2025 |
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| Former registrations | |
| ADV Location | SAVANNAH, GA, United States |
| Contact Info | 404 xxxxxxx |
| AUM* | 122,700,000 9% |
| of that, discretionary | 122,700,000 9% |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 8,180,000 38% |
| % High Net Worth | 75.00% 33% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
- Charitable organizations
- Other
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
123M
105M
88M
70M
53M
35M
18M
2025
2026
Private Funds
No private funds