| As of Date | 10/09/2026 |
| Registration | SEC, 120-Day Approval, 06/18/2026 |
| ADV Location | MOORESVILLE, NC, United States |
| Contact Info | 704 xxxxxxx |
| AUM* | 106,793,526 |
| of that, discretionary | 106,793,526 |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 219,740 |
| % High Net Worth | 3.57% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds