| As of Date | 07/13/2026 |
| Registration | SEC, Approved, 12/17/2025 |
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| ADV Location | TAMPA, FL, United States |
| Contact Info | (30 xxxxxxx |
| Websites |
| AUM* | 207,088,515 |
| of that, discretionary | 36,549,740 |
| Number of Employees | 5 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,294,303 |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds