| As of Date | 03/29/2026 |
| Registration | SEC, Approved, 04/10/1986 |
| ADV Location | CHATTANOOGA, TN, United States |
| Contact Info | 423 xxxxxxx |
| Websites |
| AUM* | 348,861,070 22% |
| of that, discretionary | 342,428,106 23% |
| Number of Employees | 5 -17% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,002,474 12% |
| % High Net Worth | 52.49% 1% |
| 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
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker478160104 | Stock NameJOHNSON & JOHNSON | $ Position$8,741,134 | % Position4.00% | $ Change12.00% | # Change8.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$9,251,655 | % Position4.00% | $ Change17.00% | # Change5.00% |
| Stck Ticker922908363 | Stock NameVANGUARD INDEX FDS | $ Position$8,607,790 | % Position4.00% | $ Change19.00% | # Change3.00% |
| Stck Ticker46641Q837 | Stock NameJP MORGAN EXCHANGE-TRADED F | $ Position$7,503,374 | % Position3.00% | $ Change18.00% | # Change18.00% |
| Stck Ticker808524755 | Stock NameSCHWAB STRATEGIC TR | $ Position$7,228,648 | % Position3.00% | $ Change7.00% | # Change-1.00% |
| Stck Ticker30231G102 | Stock NameEXXON MOBIL CORP | $ Position$5,963,487 | % Position3.00% | $ Change-15.00% | # Change6.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$7,657,728 | % Position3.00% | $ Change13.00% | # Change12.00% |
| Stck Ticker00287Y109 | Stock NameABBVIE INC | $ Position$7,258,025 | % Position3.00% | $ Change22.00% | # Change5.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$7,638,784 | % Position3.00% | $ Change39.00% | # Change12.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$5,769,838 | % Position3.00% | $ Change20.00% | # Change5.00% |