| As of Date | 09/03/2026 |
| Registration | SEC, Approved, 01/30/2006 |
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| ADV Location | ALPHARETTA, GA, United States |
| Contact Info | 770 xxxxxxx |
| Websites |
| AUM* | 310,016,000 43% |
| of that, discretionary | 236,016,000 9% |
| Number of Employees | 10 |
| of those in investment advisory functions | 9 -10% |
| Private Fund GAV* | 0 |
| Avg Account Size | 280,557 13% |
| % High Net Worth | 29.51% 61% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
No private funds