Adviser Profile
| As of Date | 01/16/2026 |
| Registration | SEC, Approved, 06/20/2025 |
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| Former registrations | |
| Contact Info | 786 xxxxxxx |
| Websites |
| AUM* | 200,303,679 23% |
| of that, discretionary | 171,826,378 22% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 400,607 34% |
| % High Net Worth | 41.88% 13% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
172M
147M
123M
98M
74M
49M
25M
2025
2026
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker922042676 | Stock NameVANGUARD INTL EQUITY INDEX F | $ Position$4,118,744 | % Position3.00% | $ Change9.00% | # Change8.00% |
| Stck Ticker922020805 | Stock NameVANGUARD MALVERN FDS | $ Position$4,519,482 | % Position3.00% | $ Change5.00% | # Change5.00% |
| Stck Ticker921943858 | Stock NameVANGUARD TAX-MANAGED FDS | $ Position$2,715,266 | % Position2.00% | $ Change4.00% | # Change-7.00% |
| Stck Ticker921946885 | Stock NameVANGUARD WHITEHALL FDS | $ Position$3,103,941 | % Position2.00% | $ Change12.00% | # Change9.00% |
| Stck Ticker92204A876 | Stock NameVANGUARD WORLD FD | $ Position$3,243,050 | % Position2.00% | $ Change1.00% | # Change3.00% |
| Stck Ticker464288521 | Stock NameISHARES TR | $ Position$2,552,943 | % Position2.00% | $ Change13.00% | # Change1.00% |
| Stck Ticker464288174 | Stock NameISHARES TR | $ Position$2,434,125 | % Position2.00% | $ Change-8.00% | # Change-1.00% |
| Stck Ticker808524870 | Stock NameSCHWAB STRATEGIC TR | $ Position$2,397,084 | % Position2.00% | $ Change24.00% | # Change25.00% |
| Stck Ticker922908769 | Stock NameVANGUARD INDEX FDS | $ Position$2,927,386 | % Position2.00% | $ Change13.00% | # Change-2.00% |
| Stck Ticker92203J407 | Stock NameVANGUARD CHARLOTTE FDS | $ Position$2,262,578 | % Position1.00% | $ Change2.00% | # Change2.00% |