Adviser Profile
| As of Date | 07/08/2026 |
| Registration | SEC, Approved, 07/28/2025 |
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| Former registrations | |
| ADV Location | WILMINGTON, NC, United States |
| Contact Info | 910 xxxxxxx |
| Websites |
| AUM* | 206,479,807 32% |
| of that, discretionary | 206,479,807 32% |
| Number of Employees | 9 13% |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 366,099 19% |
| % High Net Worth | 29.87% 3% |
| 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
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
206M
177M
147M
118M
88M
59M
29M
2025
2026
Private Funds
No private funds