| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 05/05/2025 |
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| ADV Location | TALLAHASSEE, FL, United States |
| Contact Info | 850 xxxxxxx |
| Websites |
| AUM* | 143,204,838 22% |
| of that, discretionary | 143,079,630 21% |
| Number of Employees | 6 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 295,878 -2% |
| % High Net Worth | 9.72% -5% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds