| As of Date | 02/16/2026 |
| Registration | SEC, Approved, 01/14/2000 |
| ADV Location | MILTON, GA, United States |
| Contact Info | 678 xxxxxxx |
| Websites |
| AUM* | 1,052,573,881 58% |
| of that, discretionary | 997,101,647 54% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 775,091 22% |
| % High Net Worth | 35.02% 5% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds