| As of Date | 07/16/2026 |
| Registration | SEC, Approved, 09/24/2025 |
| ADV Location | FRANKLIN, TN, United States |
| Contact Info | 615 xxxxxxx |
| Websites |
| AUM* | 101,700,000 |
| of that, discretionary | 101,700,000 |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 151,339 |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- 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
- Fixed fees (other than subscription fees)
No private funds