| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 02/09/2006 |
|
|
|
| ADV Location | DECATUR, GA, United States |
| Contact Info | 404 xxxxxxx |
| Websites |
| AUM* | 253,666,885 43% |
| of that, discretionary | 253,666,885 43% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 6,341,672 50% |
| % High Net Worth | 28.57% -45% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNVIDIA Corp | $ Position$34,746,628 | % Position12.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker037833100 | Stock NameApple Inc. | $ Position$31,247,697 | % Position11.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker02079K305 | Stock NameAlphabet Inc Class A | $ Position$20,114,570 | % Position7.00% | $ Change24.00% | # Change0.00% |
| Stck Ticker594918104 | Stock NameMicrosoft Corporation | $ Position$19,673,074 | % Position7.00% | $ Change9.00% | # Change9.00% |
| Stck Ticker023135106 | Stock NameAmazon.com Inc. | $ Position$17,175,257 | % Position6.00% | $ Change44.00% | # Change26.00% |
| Stck Ticker11135F101 | Stock NameBroadcom Limited | $ Position$12,117,464 | % Position4.00% | $ Change22.00% | # Change0.00% |
| Stck Ticker30303M102 | Stock NameMeta Platforms, Inc. | $ Position$10,472,687 | % Position4.00% | $ Change20.00% | # Change22.00% |
| Stck Ticker482480100 | Stock NameKLA Corporation | $ Position$12,873,965 | % Position4.00% | $ Change36.00% | # Change562.00% |
| Stck Ticker532457108 | Stock NameEli Lilly & Co. | $ Position$8,757,038 | % Position3.00% | $ Change30.00% | # Change0.00% |
| Stck Ticker031100100 | Stock NameAmetek Inc. | $ Position$9,395,497 | % Position3.00% | $ Change13.00% | # Change0.00% |