| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 08/12/2025 |
| ADV Location | CHATTANOOGA, TN, United States |
| Contact Info | 423 xxxxxxx |
| Websites |
| AUM* | 815,481,000 4% |
| of that, discretionary | 815,481,000 4% |
| Number of Employees | 18 |
| of those in investment advisory functions | 13 8% |
| Private Fund GAV* | 815,481,000 4% |
| Avg Account Size | 407,740,500 109% |
| SMA’s | No |
| Private Funds | 2 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Performance-based fees
| Count | GAV | |
|---|---|---|
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