| As of Date | 03/06/2026 |
| Registration | SEC, Approved, 09/15/2025 |
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| ADV Location | NASHVILLE, TN, United States |
| Contact Info | 646 xxxxxxx |
| AUM* | 36,321,031 |
| of that, discretionary | 36,321,031 |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 13,700,292 |
| Avg Account Size | 18,160,516 |
| SMA’s | No |
| Private Funds | 2 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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