| As of Date | 05/07/2026 |
| Registration | SEC, Approved, 01/23/2026 |
|
|
|
| ADV Location | NASHVILLE, TN, United States |
| Contact Info | 615 xxxxxxx |
| Websites |
| AUM* | 100,000,010 |
| of that, discretionary | 100,000,010 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 100,000,010 |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds