Adviser Profile

As of Date 03/02/2026
Registration SEC, Approved, 12/09/2005
ADV Location KNOXVILLE, TN, United States
Contact Info 865 xxxxxxx
Websites
AUM* 1,005,970,630 -2%
of that, discretionary 761,305,721 52%
Number of Employees 17 21%
of those in investment advisory functions 8 -11%
Private Fund GAV* 0
Avg Account Size 658,358 -22%
% High Net Worth 45.28% 9%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

761M 653M 544M 435M 326M 218M 109M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$41,264,102 % Position10.00% $ Change8.00% # Change4.00%
Stck Ticker87283Q867 Stock NameT ROWE PRICE EXCHANGE-TRADED $ Position$35,779,112 % Position9.00% $ Change21.00% # Change5.00%
Stck Ticker737446104 Stock NamePOST HLDGS INC $ Position$29,976,850 % Position7.00% $ Change-8.00% # Change3.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$27,377,954 % Position7.00% $ Change33.00% # Change16.00%
Stck Ticker02079K305 Stock NameALPHABET INC $ Position$25,493,622 % Position6.00% $ Change19.00% # Change-4.00%
Stck Ticker570535104 Stock NameMARKEL GROUP INC $ Position$23,039,063 % Position5.00% $ Change6.00% # Change4.00%
Stck Ticker893641100 Stock NameTRANSDIGM GROUP INC $ Position$15,978,668 % Position4.00% $ Change5.00% # Change-9.00%
Stck Ticker235851102 Stock NameDANAHER CORP DEL $ Position$16,388,758 % Position4.00% $ Change12.00% # Change12.00%
Stck Ticker422806208 Stock NameHEICO CORP NEW $ Position$17,987,925 % Position4.00% $ Change36.00% # Change12.00%
Stck Ticker776696106 Stock NameROPER TECHNOLOGIES INC $ Position$10,553,717 % Position3.00% $ Change-8.00% # Change-3.00%

Brochure Summary