| As of Date | 10/29/2026 |
| Registration | SEC, 120-Day Approval, 07/01/2026 |
| ADV Location | FRANKLIN, TN, United States |
| Contact Info | (61 xxxxxxx |
| Websites |
| AUM* | 441,694,637 |
| of that, discretionary | 441,694,637 |
| Number of Employees | 20 |
| of those in investment advisory functions | 8 |
| Private Fund GAV* | 0 |
| Avg Account Size | 94,683 |
| % High Net Worth | 4.17% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds