| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 02/12/1988 |
| ADV Location | WINSTON SALEM, NC, United States |
| Contact Info | 336 xxxxxxx |
| Websites |
| AUM* | 1,365,130,877 28% |
| of that, discretionary | 1,365,130,877 28% |
| Number of Employees | 15 |
| of those in investment advisory functions | 11 10% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,275,823 13% |
| % High Net Worth | 41.13% 15% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Other investment advisers
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- 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 Ticker922908363 | Stock NameVANGUARD INDEX FDS | $ Position$49,942,313 | % Position5.00% | $ Change12.00% | # Change-2.00% |
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$42,589,699 | % Position4.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker191216100 | Stock NameCOCA COLA CO | $ Position$25,826,861 | % Position3.00% | $ Change3.00% | # Change-4.00% |
| Stck Ticker02507A606 | Stock NameAMERICAN CENTY ETF TR | $ Position$26,400,574 | % Position3.00% | $ Change | # Change |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$33,267,840 | % Position3.00% | $ Change21.00% | # Change-1.00% |
| Stck Ticker78464A854 | Stock NameSPDR SERIES TRUST | $ Position$15,968,336 | % Position2.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker46090E103 | Stock NameINVESCO QQQ TR | $ Position$20,319,416 | % Position2.00% | $ Change27.00% | # Change0.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$19,990,052 | % Position2.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker532457108 | Stock NameELI LILLY & CO | $ Position$17,108,592 | % Position2.00% | $ Change29.00% | # Change-1.00% |
| Stck Ticker808524201 | Stock NameSCHWAB STRATEGIC TR | $ Position$21,322,219 | % Position2.00% | $ Change15.00% | # Change0.00% |