Adviser Profile
| As of Date | 09/14/2026 |
| Registration | SEC, Approved, 05/09/2025 |
|
|
|
| Former registrations | |
| ADV Location | TAMPA, FL, United States |
| Contact Info | (81 xxxxxxx |
| Websites |
| AUM* | 132,731,351 33% |
| of that, discretionary | 129,280,126 33% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 383,617 15% |
| % High Net Worth | 18.60% -77% |
| 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
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
129M
111M
92M
74M
55M
37M
18M
2025
2026
Private Funds
No private funds