| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 12/04/1987 |
| ADV Location | KINGSPORT, TN, United States |
| Contact Info | 423 xxxxxxx |
| Websites |
| AUM* | 222,811,637 29% |
| of that, discretionary | 222,811,637 29% |
| Number of Employees | 8 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 312,499 7% |
| % High Net Worth | 11.75% 110% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name BROWN & EDWARDS | Filing Date11/19/2025 | Form ADV-E View Report |
| Accounting Firm Name BROWN & EDWARDS | Filing Date02/03/2025 | Form ADV-E View Report |
| Accounting Firm Name BROWN & EDWARDS | Filing Date10/27/2023 | Form ADV-E View Report |