Adviser Profile
| As of Date | 08/24/2026 |
| Registration | SEC, Approved, 06/24/2025 |
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| Former registrations | |
| ADV Location | COLUMBIA, SC, United States |
| Contact Info | 803 xxxxxxx |
| Websites |
| AUM* | 168,303,749 50% |
| of that, discretionary | 168,303,749 50% |
| Number of Employees | 5 67% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 325,539 -33% |
| % High Net Worth | 17.43% 92% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- State or municipal government entities
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
127M
108M
90M
72M
54M
36M
18M
2025
2026
Private Funds
No private funds