Adviser Profile
| As of Date | 07/22/2026 |
| Registration | SEC, Approved, 05/23/2025 |
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| Former registrations | |
| Contact Info | (61 xxxxxxx |
| Websites |
| AUM* | 176,744,534 1% |
| of that, discretionary | 172,711,673 0% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,031,546 14% |
| % High Net Worth | 64.86% -9% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
173M
148M
123M
99M
74M
49M
25M
2025
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ADEPTUS PARTNERS, LLC | Filing Date01/02/2026 | Form ADV-E View Report |
| Accounting Firm Name WALTER & SHUFFAIN, P.C. | Filing Date10/09/2024 | Form ADV-E View Report |
| Accounting Firm Name WALTER & SHUFFAIN, P.C. | Filing Date09/06/2023 | Form ADV-E View Report |