| As of Date | 06/15/2026 |
| Registration | SEC, Approved, 05/09/2025 |
| ADV Location | ORLANDO, FL, United States |
| Contact Info | 407 xxxxxxx |
| AUM* | 47,989,382 |
| of that, discretionary | 47,989,382 100% |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 47,989,382 |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
No private funds