| As of Date | 09/16/2026 |
| Registration | SEC, Approved, 07/08/2025 |
| ADV Location | ATLANTA, GA, United States |
| Contact Info | 844 xxxxxxx |
| Websites |
| AUM* | 10,094,562,750 |
| of that, discretionary | 10,094,562,750 100% |
| Number of Employees | 146 4767% |
| of those in investment advisory functions | 80 7900% |
| Private Fund GAV* | 0 |
| Avg Account Size | 694,979 |
| % High Net Worth | 61.21% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$449,143,884 | % Position5.00% | $ Change14.00% | # Change-1.00% |
| Stck Ticker464287614 | Stock NameISHARES TR | $ Position$373,055,725 | % Position4.00% | $ Change16.00% | # Change299.00% |
| Stck Ticker46641Q167 | Stock NameJ P MORGAN EXCHANGE TRADED F | $ Position$211,276,679 | % Position3.00% | $ Change26.00% | # Change14.00% |
| Stck Ticker46641Q670 | Stock NameJ P MORGAN EXCHANGE TRADED F | $ Position$254,222,956 | % Position3.00% | $ Change12.00% | # Change13.00% |
| Stck Ticker29287L205 | Stock NameTCW TRANSFORM ETF TRUST | $ Position$223,153,131 | % Position3.00% | $ Change-2.00% | # Change-22.00% |
| Stck Ticker92206C714 | Stock NameVANGUARD SCOTTSDALE FDS | $ Position$251,153,867 | % Position3.00% | $ Change47.00% | # Change30.00% |
| Stck Ticker00039J780 | Stock NameAB ACTIVE ETFS INC | $ Position$256,567,026 | % Position3.00% | $ Change27.00% | # Change6.00% |
| Stck Ticker09290C780 | Stock NameBLACKROCK ETF TRUST | $ Position$280,016,912 | % Position3.00% | $ Change7.00% | # Change-33.00% |
| Stck Ticker437076102 | Stock NameHOME DEPOT INC | $ Position$234,239,188 | % Position3.00% | $ Change22.00% | # Change14.00% |
| Stck Ticker09290C103 | Stock NameBLACKROCK ETF TRUST | $ Position$243,124,940 | % Position3.00% | $ Change26.00% | # Change8.00% |