Adviser Profile
| As of Date | 08/11/2026 |
| Registration | SEC, Approved, 05/07/2026 |
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| Former registrations | |
| ADV Location | RALEIGH, NC, United States |
| Contact Info | 919 xxxxxxx |
| Websites |
| AUM* | 121,857,197 |
| of that, discretionary | 121,857,197 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 272,003 |
| % High Net Worth | 16.15% |
| 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
- Insurance companies
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
122M
104M
87M
70M
52M
35M
17M
2026
Private Funds
No private funds