| 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 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
No private funds