| As of Date | 09/22/2026 |
| Registration | SEC, Approved, 07/23/1979 |
| ADV Location | MOBILE, AL, United States |
| Contact Info | 251 xxxxxxx |
| Websites |
| AUM* | 3,404,753,027 15% |
| of that, discretionary | 3,173,786,357 21% |
| Number of Employees | 36 6% |
| of those in investment advisory functions | 24 9% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,126,283 8% |
| % High Net Worth | 17.73% 8% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name CADE, CRENSHAW & ASSOCIATES, P.C. | Filing Date10/28/2025 | Form ADV-E View Report |
| Accounting Firm Name CADE, CRENSHAW & ASSOCIATES, P.C. | Filing Date01/29/2025 | Form ADV-E View Report |
| Accounting Firm Name CADE, CRENSHAW & ASSOCIATES, P.C. | Filing Date10/25/2023 | Form ADV-E View Report |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNvidia Corp Com | $ Position$174,868,556 | % Position6.00% | $ Change13.00% | # Change-2.00% |
| Stck Ticker921910873 | Stock NameVanguard Mega Cap ETF | $ Position$138,807,664 | % Position5.00% | $ Change16.00% | # Change1.00% |
| Stck Ticker037833100 | Stock NameApple Inc | $ Position$70,607,889 | % Position3.00% | $ Change15.00% | # Change1.00% |
| Stck Ticker921910816 | Stock NameVanguard Mega Growth ETF | $ Position$54,672,485 | % Position2.00% | $ Change18.00% | # Change392.00% |
| Stck Ticker922908629 | Stock NameVanguard Mid Cap ETF | $ Position$61,072,221 | % Position2.00% | $ Change10.00% | # Change292.00% |
| Stck Ticker922908363 | Stock NameVanguard S&P 500 ETF | $ Position$48,524,353 | % Position2.00% | $ Change20.00% | # Change4.00% |
| Stck Ticker921943858 | Stock NameVanguard FTSE Developed ETF | $ Position$43,392,794 | % Position2.00% | $ Change16.00% | # Change5.00% |
| Stck Ticker922042858 | Stock NameVanguard FTSE Emerging Markets ETF | $ Position$17,027,502 | % Position1.00% | $ Change19.00% | # Change8.00% |
| Stck Ticker46436E718 | Stock NameiShares 0 To 3 MNTH Treasury BND ETF | $ Position$14,514,018 | % Position1.00% | $ Change-6.00% | # Change-6.00% |
| Stck Ticker46429B747 | Stock NameiShares 0-5 Year TIPS Bond ETF | $ Position$15,813,319 | % Position1.00% | $ Change38.00% | # Change40.00% |