| As of Date | 01/08/2026 |
| Registration | SEC, Approved, 04/25/2001 |
| ADV Location | ATLANTA, GA, United States |
| Contact Info | 404 xxxxxxx |
| Websites |
| AUM* | 251,093,751 6% |
| of that, discretionary | 251,093,751 6% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 8,967,634 32% |
| % High Net Worth | 76.19% 6% |
| 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
- Portfolio management for businesses
- A percentage of assets under your management
No private funds