| As of Date | 01/29/2026 |
| Registration | SEC, Approved, 06/20/2005 |
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| ADV Location | BOONE, NC, United States |
| Contact Info | 828 xxxxxxx |
| Websites |
| AUM* | 664,325,517 39% |
| of that, discretionary | 523,442,901 44% |
| Number of Employees | 7 |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 243,789 25% |
| % High Net Worth | 17.96% 23% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds