Adviser Profile
| As of Date | 03/20/2026 |
| Registration | Florida, Approved, 09/30/2025 |
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| Former registrations | |
| ADV Location | PALM BEACH, FL, United States |
| Contact Info | 561 xxxxxxx |
| AUM* | 63,184,007 10% |
| of that, discretionary | 62,782,078 10% |
| Number of Employees | 7 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,344,341 22% |
| % High Net Worth | 78.72% 14% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$64,457,354 | % Position6.00% | $ Change17.00% | # Change2.00% |
| Stck Ticker532457108 | Stock NameELI LILLY & CO | $ Position$50,289,010 | % Position5.00% | $ Change-7.00% | # Change-3.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$46,060,939 | % Position4.00% | $ Change39.00% | # Change1.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$40,579,016 | % Position4.00% | $ Change24.00% | # Change9.00% |
| Stck Ticker00287Y109 | Stock NameABBVIE INC | $ Position$27,664,451 | % Position3.00% | $ Change4.00% | # Change0.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$17,875,300 | % Position2.00% | $ Change7.00% | # Change11.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$22,892,402 | % Position2.00% | $ Change8.00% | # Change3.00% |
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$19,216,885 | % Position2.00% | $ Change-7.00% | # Change-7.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$22,810,142 | % Position2.00% | $ Change-5.00% | # Change2.00% |
| Stck Ticker30233Q108 | Stock NameEXXONMOBIL HOLDINGS CORP | $ Position$21,657,209 | % Position2.00% | $ Change | # Change |