| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 08/17/2000 |
| ADV Location | KNOXVILLE, TN, United States |
| Contact Info | 865 xxxxxxx |
| Websites |
| AUM* | 270,798,846 -6% |
| of that, discretionary | 270,798,846 -6% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,530,830 -5% |
| % High Net Worth | 82.35% |
| 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker037833100 | Stock NameApple Inc. | $ Position$18,905,046 | % Position10.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker921908844 | Stock NameVanguard Dividend Appreciation | $ Position$19,814,638 | % Position10.00% | $ Change11.00% | # Change1.00% |
| Stck Ticker02079k305 | Stock NameAlphabet, Inc. - Cl A | $ Position$10,896,926 | % Position6.00% | $ Change24.00% | # Change0.00% |
| Stck Ticker084670702 | Stock NameBerkshire Hathaway, Inc. - Cla | $ Position$9,047,552 | % Position5.00% | $ Change5.00% | # Change0.00% |
| Stck Ticker594918104 | Stock NameMicrosoft Corp. | $ Position$9,863,395 | % Position5.00% | $ Change1.00% | # Change0.00% |
| Stck Ticker58155Q103 | Stock NameMcKesson Corp. | $ Position$7,032,369 | % Position4.00% | $ Change-13.00% | # Change0.00% |
| Stck Ticker02079k107 | Stock NameAlphabet, Inc. - Cl C | $ Position$8,186,310 | % Position4.00% | $ Change23.00% | # Change0.00% |
| Stck Ticker931142103 | Stock NameWalmart Inc. | $ Position$6,707,484 | % Position4.00% | $ Change-9.00% | # Change0.00% |
| Stck Ticker922908769 | Stock NameVanguard Total Stock Market ET | $ Position$5,487,323 | % Position3.00% | $ Change17.00% | # Change2.00% |
| Stck Ticker17275R102 | Stock NameCisco Systems, Inc. | $ Position$5,073,097 | % Position3.00% | $ Change51.00% | # Change0.00% |