| As of Date | 05/26/2026 |
| Registration | SEC, Approved, 09/12/2014 |
| ADV Location | ROCKY MOUNT, NC, United States |
| Contact Info | 252 xxxxxxx |
| AUM* | 168,840,607 118% |
| of that, discretionary | 168,840,607 118% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 33,768,121 -13% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- Selection of other advisers
- A percentage of assets under your management
No private funds