| As of Date | 07/06/2026 |
| Registration | SEC, Approved, 01/30/2026 |
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| ADV Location | SHELBY, NC, United States |
| Contact Info | (70 xxxxxxx |
| Websites |
| AUM* | 418,000,000 |
| of that, discretionary | 418,000,000 |
| Number of Employees | 6 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 282,623 |
| % High Net Worth | 21.10% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
No private funds