| As of Date | 03/16/2026 |
| Registration | SEC, Approved, 02/18/2000 |
| ADV Location | JACKSON, MS, United States |
| Contact Info | 601 xxxxxxx |
| AUM* | 458,282,132 -2% |
| of that, discretionary | 458,282,132 -2% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 12,386,004 19% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pooled investment vehicles
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
No private funds