Adviser Profile
| As of Date | 08/07/2026 |
| Registration | SEC, Approved, 03/02/2026 |
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| Former registrations | |
| ADV Location | JOHNSON CITY, TN, United States |
| Contact Info | (42 xxxxxxx |
| Websites |
| AUM* | 152,023,601 |
| of that, discretionary | 152,023,601 |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 270,024 |
| % High Net Worth | 13.41% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
152M
130M
109M
87M
65M
43M
22M
2026
Private Funds
No private funds