Adviser Profile
| As of Date | 09/23/2026 |
| Registration | SEC, Approved, 11/25/2025 |
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| Former registrations | |
| ADV Location | CORNELIUS, NC, United States |
| Contact Info | (70 xxxxxxx |
| Websites |
| AUM* | 115,333,521 |
| of that, discretionary | 104,643,789 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 281,989 |
| % High Net Worth | 39.74% |
| 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
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
105M
90M
75M
60M
45M
30M
15M
2025
2026
Private Funds
No private funds