| As of Date | 03/02/2026 |
| Registration | SEC, Approved, 07/23/2007 |
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| ADV Location | TULLAHOMA, TN, United States |
| Contact Info | (93 xxxxxxx |
| Websites |
| AUM* | 425,055,578 10% |
| of that, discretionary | 58,133,355 18% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,500,327 13% |
| % High Net Worth | 23.88% 14% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ELLIOTT DAVIS | Filing Date11/25/2025 | Form ADV-E View Report |
| Accounting Firm Name ELLIOTT DAVIS | Filing Date08/28/2024 | Form ADV-E View Report |
| Accounting Firm Name ELLIOTT DAVIS | Filing Date10/27/2023 | Form ADV-E View Report |