Adviser Profile
| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 08/26/2024 |
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| Former registrations | |
| ADV Location | FRANKLIN, TN, United States |
| Contact Info | 833 xxxxxxx |
| Websites |
| AUM* | 287,305,351 180% |
| of that, discretionary | 287,305,351 222% |
| Number of Employees | 6 -14% |
| of those in investment advisory functions | 6 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 655,948 28% |
| % High Net Worth | 23.94% -25% |
| 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
- Fixed fees (other than subscription fees)
Reported AUM
287M
246M
205M
164M
123M
82M
41M
2024
2025
2026
Private Funds
No private funds