Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 07/10/1991
Other registrations (1)
ADV Location ALPHARETTA, GA, United States
Contact Info 770 xxxxxxx
Websites
AUM* 1,521,000,000 40%
of that, discretionary 0
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,521,000,000 40%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pension and profit sharing plans

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

2B 1B 1B 869M 652M 435M 217M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary