| As of Date | 04/29/2026 |
| Registration | SEC, Approved, 02/25/2015 |
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| ADV Location | COLUMBIA, SC, United States |
| Contact Info | 803 xxxxxxx |
| Websites |
| AUM* | 222,823,888 -10% |
| of that, discretionary | 222,823,888 -10% |
| Number of Employees | 5 -44% |
| of those in investment advisory functions | 5 -38% |
| Private Fund GAV* | 0 |
| Avg Account Size | 178,259 26% |
| % High Net Worth | 12.46% 145% |
| 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
- Selection of other advisers
- Publication of periodicals or newsletters
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds