| As of Date | 08/17/2026 |
| Registration | SEC, Approved, 02/06/1984 |
| ADV Location | CHATTANOOGA, TN, United States |
| Contact Info | 423 xxxxxxx |
| Websites |
| AUM* | 142,016,348 -9% |
| of that, discretionary | 142,016,348 -9% |
| Number of Employees | 5 67% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 539,986 2% |
| % High Net Worth | 47.46% 0% |
| 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds