| As of Date | 07/30/2026 |
| Registration | SEC, Approved, 11/19/2025 |
| ADV Location | CHATTANOOGA, TN, United States |
| Contact Info | 423 xxxxxxx |
| Websites |
| AUM* | 164,966,818 |
| of that, discretionary | 164,966,818 |
| Number of Employees | 6 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 164,966,818 |
| Avg Account Size | 13,747,235 |
| SMA’s | No |
| Private Funds | 12 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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