| As of Date | 08/28/2026 |
| Registration | SEC, 120-Day Approval, 09/14/2026 |
| ADV Location | CHATTANOOGA, TN, United States |
| Contact Info | (42 xxxxxxx |
| Websites |
| AUM* | 0 |
| of that, discretionary | 0 |
| Number of Employees | 13 |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 |
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds