| As of Date | 05/28/2026 |
| Registration | SEC, Approved, 03/05/2004 |
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| ADV Location | JACKSONVILLE, FL, United States |
| Contact Info | 904 xxxxxxx |
| Websites |
| AUM* | 291,665,578 31% |
| of that, discretionary | 291,665,578 31% |
| Number of Employees | 5 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 344,758 15% |
| % High Net Worth | 36.42% 18% |
| 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
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker922908363 | Stock NameVANGUARD INDEX FDS | $ Position$20,494,443 | % Position7.00% | $ Change5.00% | # Change-9.00% |
| Stck Ticker92204A702 | Stock NameVANGUARD WORLD FD | $ Position$20,316,972 | % Position7.00% | $ Change37.00% | # Change699.00% |
| Stck Ticker808524102 | Stock NameSCHWAB STRATEGIC TR | $ Position$17,254,349 | % Position6.00% | $ Change14.00% | # Change-1.00% |
| Stck Ticker922908744 | Stock NameVANGUARD INDEX FDS | $ Position$14,856,145 | % Position5.00% | $ Change17.00% | # Change6.00% |
| Stck Ticker464287465 | Stock NameISHARES TR | $ Position$10,964,263 | % Position4.00% | $ Change8.00% | # Change1.00% |
| Stck Ticker46435GAA0 | Stock NameISHARES TR | $ Position$7,884,701 | % Position3.00% | $ Change-1.00% | # Change-1.00% |
| Stck Ticker808524201 | Stock NameSCHWAB STRATEGIC TR | $ Position$7,252,624 | % Position3.00% | $ Change11.00% | # Change-4.00% |
| Stck Ticker808524508 | Stock NameSCHWAB STRATEGIC TR | $ Position$6,698,742 | % Position2.00% | $ Change19.00% | # Change0.00% |
| Stck Ticker808524300 | Stock NameSCHWAB STRATEGIC TR | $ Position$6,203,733 | % Position2.00% | $ Change15.00% | # Change-1.00% |
| Stck Ticker808524698 | Stock NameSCHWAB STRATEGIC TR | $ Position$5,093,791 | % Position2.00% | $ Change-2.00% | # Change-2.00% |