| As of Date | 08/04/2026 |
| Registration | SEC, Approved, 11/18/2025 |
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| ADV Location | BLUFFTON, SC, United States |
| Contact Info | 843 xxxxxxx |
| Websites |
| AUM* | 213,631,245 |
| of that, discretionary | 213,631,245 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 421,363 |
| % High Net Worth | 34.95% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker921908844 | Stock NameVANGUARD SPECIALIZED FUNDS | $ Position$21,714,264 | % Position13.00% | $ Change12.00% | # Change14.00% |
| Stck Ticker921932505 | Stock NameVANGUARD ADMIRAL FDS INC | $ Position$14,027,129 | % Position9.00% | $ Change1504.00% | # Change1649.00% |
| Stck Ticker922908629 | Stock NameVANGUARD INDEX FDS | $ Position$11,505,051 | % Position7.00% | $ Change9.00% | # Change10.00% |
| Stck Ticker92189F643 | Stock NameVANECK ETF TRUST | $ Position$11,962,615 | % Position7.00% | $ Change-10.00% | # Change-4.00% |
| Stck Ticker464287804 | Stock NameISHARES TR | $ Position$11,065,514 | % Position7.00% | $ Change7.00% | # Change3.00% |
| Stck Ticker315912808 | Stock NameFIDELITY COMWLTH TR | $ Position$8,601,904 | % Position5.00% | $ Change | # Change |
| Stck Ticker464287309 | Stock NameISHARES TR | $ Position$6,738,471 | % Position4.00% | $ Change-68.00% | # Change-65.00% |
| Stck Ticker46138J643 | Stock NameINVESCO EXCH TRD SLF IDX FD | $ Position$5,171,715 | % Position3.00% | $ Change51.00% | # Change52.00% |
| Stck Ticker46138J783 | Stock NameINVESCO EXCH TRD SLF IDX FD | $ Position$5,204,016 | % Position3.00% | $ Change20.00% | # Change21.00% |
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$5,483,045 | % Position3.00% | $ Change-4.00% | # Change0.00% |