Adviser Profile
| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 07/21/2025 |
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| Former registrations | |
| ADV Location | RALEIGH, NC, United States |
| Contact Info | 919 xxxxxxx |
| Websites |
| AUM* | 169,309,000 22% |
| of that, discretionary | 169,309,000 22% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 539,201 6% |
| % High Net Worth | 42.62% -2% |
| 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
- Other
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
169M
145M
121M
97M
73M
48M
24M
2025
2026
Private Funds
No private funds