Adviser Profile
| As of Date | 09/14/2026 |
| Registration | SEC, Approved, 01/02/2026 |
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| Former registrations | |
| ADV Location | GREENVILLE, SC, United States |
| Contact Info | 864 xxxxxxx |
| Websites |
| AUM* | 147,135,626 |
| of that, discretionary | 146,274,367 |
| Number of Employees | 26 |
| of those in investment advisory functions | 10 |
| Private Fund GAV* | 0 |
| Avg Account Size | 170,296 |
| % High Net Worth | 9.03% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
146M
125M
104M
84M
63M
42M
21M
2025
2026
Private Funds
No private funds