| As of Date | 07/15/2026 |
| Registration | SEC, Approved, 01/02/2015 |
| ADV Location | ALPHARETTA, GA, United States |
| Contact Info | 404 xxxxxxx |
| Websites |
| AUM* | 244,833,956 21% |
| of that, discretionary | 244,833,956 21% |
| Number of Employees | 5 67% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 431,806 71% |
| % High Net Worth | 42.55% 9% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
No private funds