Adviser Profile
| As of Date | 03/18/2026 |
| Registration | SEC, Approved, 12/09/2025 |
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| Former registrations | |
| ADV Location | BELLEAIR BLUFFS, FL, United States |
| Contact Info | 727 xxxxxxx |
| Websites |
| AUM* | 111,159,804 |
| of that, discretionary | 111,159,804 |
| Number of Employees | 6 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 289,479 |
| % High Net Worth | 16.56% |
| 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
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
113M
97M
81M
65M
48M
32M
16M
2025
2026
Private Funds
No private funds