Adviser Profile
| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 05/16/2025 |
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| Former registrations | |
| ADV Location | WINTER PARK, FL, United States |
| Contact Info | 407 xxxxxxx |
| Websites |
| AUM* | 581,328,557 58% |
| of that, discretionary | 525,656,287 66% |
| Number of Employees | 8 33% |
| of those in investment advisory functions | 7 40% |
| Private Fund GAV* | 0 |
| Avg Account Size | 834,044 27% |
| % High Net Worth | 62.96% 5% |
| 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
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
526M
451M
375M
300M
225M
150M
75M
2025
2026
Private Funds
No private funds