Adviser Profile
| As of Date | 03/19/2026 |
| Registration | SEC, Approved, 04/25/2024 |
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| Former registrations | |
| Contact Info | 404 xxxxxxx |
| Websites |
| AUM* | 296,314,745 13% |
| of that, discretionary | 296,314,745 13% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,822,045 7% |
| % High Net Worth | 62.81% -12% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
296M
254M
212M
169M
127M
85M
42M
2024
2025
2026
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker00287Y109 | Stock NameABBVIE INC | $ Position$27,918,661 | % Position10.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker478160104 | Stock NameJOHNSON & JOHNSON | $ Position$20,022,163 | % Position7.00% | $ Change4.00% | # Change0.00% |
| Stck Ticker92826C839 | Stock NameVISA INC | $ Position$18,520,878 | % Position7.00% | $ Change13.00% | # Change0.00% |
| Stck Ticker002824100 | Stock NameABBOTT LABORATORIES | $ Position$9,858,031 | % Position4.00% | $ Change-12.00% | # Change0.00% |
| Stck Ticker540424108 | Stock NameLOEWS CORP | $ Position$11,649,196 | % Position4.00% | $ Change6.00% | # Change0.00% |
| Stck Ticker025816109 | Stock NameAMERICAN EXPRESS CO | $ Position$10,566,791 | % Position4.00% | $ Change11.00% | # Change-1.00% |
| Stck Ticker053015103 | Stock NameAUTOMATIC DATA PROCESSING IN | $ Position$5,132,081 | % Position2.00% | $ Change10.00% | # Change0.00% |
| Stck Ticker580135101 | Stock NameMCDONALDS CORP | $ Position$5,430,492 | % Position2.00% | $ Change-13.00% | # Change0.00% |
| Stck Ticker58933Y105 | Stock NameMERCK & CO INC | $ Position$6,659,441 | % Position2.00% | $ Change4.00% | # Change-3.00% |
| Stck Ticker704326107 | Stock NamePAYCHEX INC | $ Position$4,819,175 | % Position2.00% | $ Change9.00% | # Change2.00% |