| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 11/22/1983 |
| ADV Location | BIRMINGHAM, AL, United States |
| Contact Info | 205 xxxxxxx |
| AUM* | 273,628,841 -8% |
| of that, discretionary | 273,628,841 -8% |
| Number of Employees | 1 -50% |
| of those in investment advisory functions | 1 -50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,420,361 106% |
| % High Net Worth | < 0.01% -100% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Pension and profit sharing plans
- 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
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker149123101 | Stock NameCATERPILLAR INC DEL | $ Position$41,079 | % Position16.00% | $ Change48.00% | # Change-1.00% |
| Stck Ticker244199105 | Stock NameDEERE & CO | $ Position$19,830 | % Position8.00% | $ Change12.00% | # Change-1.00% |
| Stck Ticker532457108 | Stock NameELI LILLY & CO | $ Position$11,976 | % Position5.00% | $ Change25.00% | # Change-4.00% |
| Stck Ticker231021106 | Stock NameCUMMINS INC | $ Position$9,857 | % Position4.00% | $ Change29.00% | # Change-2.00% |
| Stck Ticker020002101 | Stock NameALLSTATE CORP DEL COM | $ Position$10,797 | % Position4.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker75513e101 | Stock NameRTX CORP | $ Position$9,798 | % Position4.00% | $ Change-2.00% | # Change0.00% |
| Stck Ticker291011104 | Stock NameEMERSON ELEC CO | $ Position$7,540 | % Position3.00% | $ Change8.00% | # Change-1.00% |
| Stck Ticker478160104 | Stock NameJOHNSON AND JOHNSON COM | $ Position$7,291 | % Position3.00% | $ Change2.00% | # Change-1.00% |
| Stck Ticker580135101 | Stock NameMCDONALDS CORP COM | $ Position$8,092 | % Position3.00% | $ Change-14.00% | # Change-1.00% |
| Stck Ticker539830109 | Stock NameLOCKHEED MARTIN CORP | $ Position$7,522 | % Position3.00% | $ Change-16.00% | # Change0.00% |