Adviser Profile
| As of Date | 03/23/2026 |
| Registration | SEC, Approved, 04/15/2024 |
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| Former registrations | |
| ADV Location | WATKINSVILLE, GA, United States |
| Contact Info | 770 xxxxxxx |
| Websites |
| AUM* | 148,837,173 10% |
| of that, discretionary | 148,837,173 10% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 212,929 24% |
| % High Net Worth | 7.32% 14% |
| 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
Reported AUM
149M
128M
106M
85M
64M
43M
21M
2024
2025
2026
Private Funds
No private funds