Adviser Profile
| As of Date | 05/29/2026 |
| Registration | SEC, Approved, 12/04/2025 |
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| Former registrations | |
| ADV Location | ATLANTA, GA, United States |
| Contact Info | (88 xxxxxxx |
| Websites |
| AUM* | 112,814,787 |
| of that, discretionary | 112,814,787 |
| Number of Employees | 10 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 309,931 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Charitable organizations
Advisory Activities
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
113M
97M
81M
64M
48M
32M
16M
2025
2026
Private Funds
No private funds