Adviser Profile
| As of Date | 05/14/2026 |
| Registration | SEC, Approved, 02/23/2026 |
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| Former registrations | |
| ADV Location | GREENVILLE, SC, United States |
| Contact Info | 864 xxxxxxx |
| Websites |
| AUM* | 175,000,000 |
| of that, discretionary | 175,000,000 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 476,839 |
| % High Net Worth | 12.06% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
175M
150M
125M
100M
75M
50M
25M
2026
Private Funds
No private funds