| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 03/30/1987 |
| ADV Location | ATLANTA, GA, United States |
| Contact Info | 770 xxxxxxx |
| Websites |
| AUM* | 240,493,266 -3% |
| of that, discretionary | 240,493,266 -3% |
| Number of Employees | 6 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,050,189 9% |
| % High Net Worth | 45.15% -8% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds