| As of Date | 02/18/2026 |
| Registration | SEC, Approved, 09/26/2022 |
| Former registrations | |
| Contact Info | 205 xxxxxxx |
| Websites |
| AUM* | 28,974 -44% |
| of that, discretionary | 28,974 -44% |
| Number of Employees | 1 -83% |
| of those in investment advisory functions | 1 -83% |
| Private Fund GAV* | 0 |
| Avg Account Size | 118 -43% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- Fixed fees (other than subscription fees)
No private funds