| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 12/18/2012 |
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| ADV Location | ATLANTA, GA, United States |
| Contact Info | 1-8 xxxxxxx |
| Websites |
| AUM* | 505,872,518 1% |
| of that, discretionary | 505,872,518 13% |
| Number of Employees | 65 -7% |
| of those in investment advisory functions | 64 -7% |
| Private Fund GAV* | 0 |
| Avg Account Size | 56,046 -39% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds