| As of Date | 08/07/2026 |
| Registration | SEC, Approved, 12/15/2025 |
| ADV Location | BIRMINGHAM, AL, United States |
| Contact Info | (20 xxxxxxx |
| Websites |
| AUM* | 799,035,441 |
| of that, discretionary | 799,035,441 |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 49,401,000 |
| Avg Account Size | 99,879,430 |
| SMA’s | No |
| Private Funds | 3 |
- Pooled investment vehicles
- Corporations or other businesses not listed above
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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