| As of Date | 01/06/2026 |
| Registration | SEC, Approved, 07/16/2014 |
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| ADV Location | WINSTON-SALEM, NC, United States |
| Contact Info | 336 xxxxxxx |
| Websites |
| AUM* | 238,519,094 24% |
| of that, discretionary | 238,519,094 24% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 931,715 16% |
| % High Net Worth | 25.87% 10% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds