Adviser Profile

As of Date 04/27/2026
Registration SEC, 120-Day Approval, 06/04/2026
ADV Location RALEIGH, NC, United States
Contact Info 212 xxxxxxx
Websites
AUM* 0
of that, discretionary
Number of Employees 1
of those in investment advisory functions
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days

Client Types

Advisory Activities

- Financial planning services
- Selection of other advisers

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees