Company Profile

As of Date 03/26/2026
ADV Location United States, TN
AUM* 270,218,897 92%
of that, discretionary 270,218,897 92%
Number of Employees 4
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 9,007,297 130%
High Net Worth 50.00% 13%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

658M 564M 470M 376M 282M 188M 94M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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