| As of Date | 09/18/2026 |
| Registration | SEC, Approved, 04/21/2025 |
| ADV Location | LYNCHBURG, VA, United States |
| Contact Info | 434 xxxxxxx |
| Websites |
| AUM* | 118,804,541 6% |
| of that, discretionary | 117,930,977 6% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 371,264 -3% |
| % High Net Worth | 40.32% 6% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds