Adviser Profile
| As of Date | 04/29/2026 |
| Registration | Tennessee, Approved, 10/27/2025 |
| Former registrations | |
| ADV Location | MEMPHIS, TN, United States |
| Contact Info | 901 xxxxxxx |
| AUM* | 102,628,570 |
| of that, discretionary | 102,628,570 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 484,097 |
| % High Net Worth | 17.07% |
| 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
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
103M
88M
73M
59M
44M
29M
15M
2026
Private Funds
No private funds