| As of Date | 07/24/2026 |
| Registration | SEC, 120-Day Approval, 03/27/2026 |
| ADV Location | FRANKLIN, TN, United States |
| Contact Info | (61 xxxxxxx |
| Websites |
| AUM* | 888,349,379 |
| of that, discretionary | 289,776,344 |
| Number of Employees | 7 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 222,087,345 |
| % High Net Worth | 80.00% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds