Adviser Profile
| As of Date | 08/05/2026 |
| Registration | SEC, Approved, 12/06/2024 |
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| Former registrations | |
| ADV Location | OLDSMAR, FL, United States |
| Contact Info | 727 xxxxxxx |
| Websites |
| AUM* | 151,261,565 42% |
| of that, discretionary | 144,584,498 3984% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 155,619 30% |
| % High Net Worth | 9.48% 31% |
| 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
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
145M
124M
103M
83M
62M
41M
21M
2024
2025
2026
Private Funds
No private funds