| As of Date | 09/07/2026 |
| Registration | SEC, Approved, 03/22/1979 |
| ADV Location | MARIETTA, GA, United States |
| Contact Info | 404 xxxxxxx |
| Websites |
| AUM* | 391,677,061 16% |
| of that, discretionary | 235,084,735 -15% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 840,509 1% |
| % High Net Worth | 40.82% -10% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds