| As of Date | 03/11/2026 |
| Registration | SEC, Approved, 10/02/2009 |
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| ADV Location | ATLANTA, GA, United States |
| Contact Info | 404 xxxxxxx |
| Websites |
| AUM* | 15,416,741,614 34% |
| of that, discretionary | 1,055,080,626 55% |
| Number of Employees | 19 19% |
| of those in investment advisory functions | 18 20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 22,310,769 16% |
| % High Net Worth | 34.11% 18% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker922908363 | Stock NameVANGUARD S&P 500 ETF | $ Position$80,836,836 | % Position25.00% | $ Change17.00% | # Change2.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$22,222,528 | % Position7.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC CLASS A | $ Position$14,967,658 | % Position5.00% | $ Change22.00% | # Change-2.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORP | $ Position$12,891,751 | % Position4.00% | $ Change11.00% | # Change-2.00% |
| Stck Ticker023135106 | Stock NameAMAZON.COM INC | $ Position$9,877,763 | % Position3.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker532457108 | Stock NameELI LILLY AND CO | $ Position$8,960,442 | % Position3.00% | $ Change32.00% | # Change1.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$8,513,819 | % Position3.00% | $ Change12.00% | # Change0.00% |
| Stck Ticker57636Q104 | Stock NameMASTERCARD INC CLASS CLASS A | $ Position$7,082,071 | % Position2.00% | $ Change4.00% | # Change0.00% |
| Stck Ticker369604301 | Stock NameGE AEROSPACE | $ Position$5,764,321 | % Position2.00% | $ Change32.00% | # Change0.00% |
| Stck Ticker808513105 | Stock NameCHARLES SCHWAB CORP | $ Position$6,227,202 | % Position2.00% | $ Change-1.00% | # Change1.00% |