| As of Date | 03/12/2026 |
| Registration | SEC, 120-Day Approval, 11/14/2025 |
| ADV Location | HUNTSVILLE, AL, United States |
| Contact Info | 256 xxxxxxx |
| Websites |
| AUM* | 453,990,661 |
| of that, discretionary | 453,990,661 |
| Number of Employees | 18 |
| of those in investment advisory functions | 12 |
| Private Fund GAV* | 0 |
| Avg Account Size | 399,992 |
| % High Net Worth | 35.29% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds