| As of Date | 09/21/2026 |
| Registration | SEC, Approved, 02/19/2026 |
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| Former registrations | |
| ADV Location | GREENVILLE, SC, United States |
| Contact Info | 864 xxxxxxx |
| Websites |
| AUM* | 107,479,012 |
| of that, discretionary | 107,447,661 |
| Number of Employees | 7 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 131,232 |
| % High Net Worth | 27.94% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds