| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 07/30/2004 |
| ADV Location | MT. PLEASANT, SC, United States |
| Contact Info | 800 xxxxxxx |
| Websites |
| AUM* | 498,065,507 5% |
| of that, discretionary | 498,065,507 54% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 519,901 5% |
| % High Net Worth | 31.18% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds