| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 09/10/2001 |
| ADV Location | MEMPHIS, TN, United States |
| Contact Info | 901 xxxxxxx |
| Websites |
| AUM* | 114,763,857 2% |
| of that, discretionary | 114,763,857 2% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,945,150 2% |
| % High Net Worth | 96.61% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees