Adviser Profile
| As of Date | 01/13/2026 |
| Registration | SEC, Approved, 09/06/2024 |
|
|
|
| Former registrations | |
| ADV Location | ASHEVILLE, NC, United States |
| Contact Info | 828 xxxxxxx |
| Websites |
| AUM* | 143,496,066 36% |
| of that, discretionary | 143,365,740 36% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 158,559 9% |
| % High Net Worth | 11.30% 34% |
| 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
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Reported AUM
143M
123M
102M
82M
61M
41M
20M
2024
2025
2026
Private Funds
No private funds