| As of Date | 02/18/2026 |
| Registration | SEC, Approved, 04/18/2003 |
| ADV Location | ATHENS, GA, United States |
| Contact Info | 404 xxxxxxx |
| Websites |
| AUM* | 571,641,963 -2% |
| of that, discretionary | 312,190,866 -3% |
| Number of Employees | 8 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,031,845 18% |
| % High Net Worth | 63.93% -23% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds