| As of Date | 11/05/2026 |
| Registration | SEC, Approved, 11/14/2025 |
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| ADV Location | ATLANTA, GA, United States |
| Contact Info | 404 xxxxxxx |
| Websites |
| AUM* | 160,704,772 |
| of that, discretionary | 160,704,772 |
| Number of Employees | 9 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,385,386 |
| % High Net Worth | 86.21% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker191216100 | Stock NameCOCA COLA CO | $ Position$51,673,004 | % Position21.00% | $ Change-17.00% | # Change-22.00% |
| Stck Ticker46138J619 | Stock NameINVESCO EXCH TRD SLF IDX FD | $ Position$17,631,471 | % Position7.00% | $ Change7.00% | # Change5.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$13,556,912 | % Position5.00% | $ Change26.00% | # Change10.00% |
| Stck Ticker922908363 | Stock NameVANGUARD INDEX FDS | $ Position$10,895,449 | % Position4.00% | $ Change46.00% | # Change43.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$10,277,655 | % Position4.00% | $ Change30.00% | # Change13.00% |
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$10,261,832 | % Position4.00% | $ Change20.00% | # Change17.00% |
| Stck Ticker47103N106 | Stock NameJANUS INTERNATIONAL GROUP IN | $ Position$9,953,215 | % Position4.00% | $ Change-18.00% | # Change11.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$7,521,905 | % Position3.00% | $ Change-4.00% | # Change-30.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$4,957,732 | % Position2.00% | $ Change21.00% | # Change26.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$4,676,047 | % Position2.00% | $ Change30.00% | # Change24.00% |