| As of Date | 06/09/2026 |
| Registration | SEC, Approved, 04/02/2014 |
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| ADV Location | JACKSON, MS, United States |
| Contact Info | 601 xxxxxxx |
| Websites |
| AUM* | 319,473,403 18% |
| of that, discretionary | 316,943,514 19% |
| Number of Employees | 9 50% |
| of those in investment advisory functions | 4 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 586,190 16% |
| % High Net Worth | 40.41% 8% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds