| As of Date | 07/09/2026 |
| Registration | SEC, Approved, 05/11/2026 |
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| Former registrations | |
| ADV Location | FRANKLIN, TN, United States |
| Contact Info | 615 xxxxxxx |
| Websites |
| AUM* | 159,620,234 |
| of that, discretionary | 159,620,234 |
| Number of Employees | 7 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 241,483 |
| % High Net Worth | 23.92% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Selection of other advisers
- Educational seminars/workshops
- Fixed fees (other than subscription fees)
No private funds