| As of Date | 06/05/2026 |
| Registration | SEC, Approved, 09/29/1995 |
| ADV Location | KIAWAH ISLAND, SC, United States |
| Contact Info | 410 xxxxxxx |
| AUM* | 485,742,132 11% |
| of that, discretionary | 482,744,400 11% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 10,559,612 190% |
| % High Net Worth | 52.17% 4% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds