| As of Date | 07/16/2026 |
| Registration | SEC, Approved, 04/18/1995 |
| ADV Location | ROCK HILL, SC, United States |
| Contact Info | 803 xxxxxxx |
| Websites |
| AUM* | 619,754,403 65% |
| of that, discretionary | 106,109,322 100% |
| Number of Employees | 8 60% |
| of those in investment advisory functions | 5 67% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,143,458 29% |
| % High Net Worth | 71.59% 33% |
| 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds