Adviser Profile
| As of Date | 01/27/2026 |
| Registration | SEC, Approved, 02/16/2024 |
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| Former registrations | |
| ADV Location | DESTIN, FL, United States |
| Contact Info | (85 xxxxxxx |
| Websites |
| AUM* | 140,000,000 32% |
| of that, discretionary | 140,000,000 32% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 358,056 2% |
| % High Net Worth | 3.31% 7% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
140M
120M
100M
80M
60M
40M
20M
2024
2025
2026
Private Funds
No private funds