| As of Date | 08/06/2026 |
| Registration | SEC, Approved, 07/21/2025 |
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| ADV Location | HOMEWOOD, AL, United States |
| Contact Info | 719 xxxxxxx |
| AUM* | 112,050,000 |
| of that, discretionary | 112,050,000 100% |
| Number of Employees | 3 -50% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 602,419 |
| % High Net Worth | 33.87% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds