| As of Date | 08/11/2026 |
| Registration | SEC, Approved, 04/09/2013 |
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| ADV Location | ROCKY MOUNT, NC, United States |
| Contact Info | 252 xxxxxxx |
| AUM* | 1,423,876,452 72% |
| of that, discretionary | 578,066,923 52% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,632,886 39% |
| % High Net Worth | 65.00% 23% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds