Adviser Profile
| As of Date | 03/04/2026 |
| Registration | SEC, Approved, 12/23/2024 |
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| Former registrations | |
| ADV Location | WINSTON-SALEM, NC, United States |
| Contact Info | 404 xxxxxxx |
| Websites |
| AUM* | 222,350,929 36% |
| of that, discretionary | 222,350,929 36% |
| Number of Employees | 3 -25% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 10,106,860 18% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- Pooled investment vehicles
- Charitable organizations
- State or municipal government entities
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
222M
191M
159M
127M
95M
64M
32M
2024
2025
2026
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker149123101 | Stock NameCATERPILLAR INC | $ Position$7,140,155 | % Position3.00% | $ Change86.00% | # Change23.00% |
| Stck Ticker747525103 | Stock NameQUALCOMM INC | $ Position$7,236,561 | % Position3.00% | $ Change139.00% | # Change67.00% |
| Stck Ticker969904101 | Stock NameWILLIAMS SONOMA INC | $ Position$7,020,040 | % Position3.00% | $ Change58.00% | # Change23.00% |
| Stck Ticker595112103 | Stock NameMICRON TECHNOLOGY INC | $ Position$8,112,350 | % Position3.00% | $ Change | # Change |
| Stck Ticker025816109 | Stock NameAMERICAN EXPRESS CO | $ Position$7,692,143 | % Position3.00% | $ Change38.00% | # Change23.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$8,458,572 | % Position3.00% | $ Change41.00% | # Change23.00% |
| Stck Ticker911363109 | Stock NameUNITED RENTALS INC | $ Position$7,603,958 | % Position3.00% | $ Change92.00% | # Change23.00% |
| Stck Ticker25179M103 | Stock NameDEVON ENERGY CORP NEW | $ Position$6,489,967 | % Position2.00% | $ Change1.00% | # Change23.00% |
| Stck Ticker68389X105 | Stock NameORACLE CORP | $ Position$5,042,932 | % Position2.00% | $ Change65.00% | # Change66.00% |
| Stck Ticker88579Y101 | Stock Name3M CO | $ Position$5,470,291 | % Position2.00% | $ Change38.00% | # Change23.00% |