| As of Date | 11/04/2026 |
| 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 4% |
| of those in investment advisory functions | 80 -43% |
| 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$516,345,058 | % Position6.00% | $ Change15.00% | # Change1.00% |
| Stck Ticker464287614 | Stock NameISHARES TR | $ Position$385,797,593 | % Position4.00% | $ Change3.00% | # Change3.00% |
| Stck Ticker00039J780 | Stock NameAB ACTIVE ETFS INC | $ Position$271,720,328 | % Position3.00% | $ Change6.00% | # Change9.00% |
| Stck Ticker09290C103 | Stock NameBLACKROCK ETF TRUST | $ Position$266,397,089 | % Position3.00% | $ Change10.00% | # Change8.00% |
| Stck Ticker46432F842 | Stock NameISHARES TR | $ Position$252,561,240 | % Position3.00% | $ Change2.00% | # Change2.00% |
| Stck Ticker09290C780 | Stock NameBLACKROCK ETF TRUST | $ Position$271,296,427 | % Position3.00% | $ Change-3.00% | # Change8.00% |
| Stck Ticker46641Q167 | Stock NameJ P MORGAN EXCHANGE TRADED F | $ Position$225,946,045 | % Position3.00% | $ Change7.00% | # Change7.00% |
| Stck Ticker46641Q670 | Stock NameJ P MORGAN EXCHANGE TRADED F | $ Position$248,311,478 | % Position3.00% | $ Change-2.00% | # Change2.00% |
| Stck Ticker92206C714 | Stock NameVANGUARD SCOTTSDALE FDS | $ Position$256,601,457 | % Position3.00% | $ Change2.00% | # Change0.00% |
| Stck Ticker922908736 | Stock NameVANGUARD INDEX FDS | $ Position$151,064,154 | % Position2.00% | $ Change0.00% | # Change-4.00% |