Adviser Profile
| As of Date | 03/24/2026 |
| Registration | SEC, Approved, 05/19/2025 |
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| Former registrations | |
| ADV Location | ORLANDO, FL, United States |
| Contact Info | (40 xxxxxxx |
| Websites |
| AUM* | 250,272,040 77% |
| of that, discretionary | 219,627,557 109% |
| Number of Employees | 8 60% |
| of those in investment advisory functions | 5 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 948,000 5% |
| % High Net Worth | 42.73% 10% |
| 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
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
220M
188M
157M
126M
94M
63M
31M
2025
2026
Private Funds
No private funds