Adviser Profile
| As of Date | 02/11/2026 |
| Registration | North Carolina, Approved, 09/24/2010 |
| ADV Location | SHALLOTTE, NC, United States |
| Contact Info | 910 xxxxxxx |
| AUM* | 5,515,342 176% |
| of that, discretionary | 5,515,342 176% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 919,224 130% |
| % High Net Worth | 80.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds