| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 11/25/2025 |
| ADV Location | CHARLOTTE, NC, United States |
| Contact Info | 704 xxxxxxx |
| Websites |
| AUM* | 31,890,778 |
| of that, discretionary | 31,890,778 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 31,890,778 |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- Publication of periodicals or newsletters
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
No private funds