Adviser Profile
| As of Date | 03/19/2026 |
| Registration | SEC, Approved, 07/19/2024 |
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| Former registrations | |
| ADV Location | SEBRING, FL, United States |
| Contact Info | 863 xxxxxxx |
| Websites |
| AUM* | 157,721,041 38% |
| of that, discretionary | 157,721,041 38% |
| Number of Employees | 3 -50% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 243,397 30% |
| % High Net Worth | 7.44% 51% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
158M
135M
113M
90M
68M
45M
23M
2024
2025
2026
Private Funds
No private funds