| As of Date | 02/12/2026 |
| Registration | SEC, Approved, 06/22/2009 |
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| ADV Location | AUGUSTA, GA, United States |
| Contact Info | 706 xxxxxxx |
| Websites |
| AUM* | 1,195,344,742 43% |
| of that, discretionary | 1,195,344,742 43% |
| Number of Employees | 16 7% |
| of those in investment advisory functions | 8 14% |
| Private Fund GAV* | 0 |
| Avg Account Size | 237,974 24% |
| % High Net Worth | 17.06% 44% |
| SMA’s | Yes |
| Private Funds | 0 |
- 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- A percentage of assets under your management
No private funds