Adviser Profile
| As of Date | 03/18/2026 |
| Registration | SEC, Approved, 04/22/2026 |
|
|
|
| Former registrations | |
| ADV Location | DECATUR, GA, United States |
| Contact Info | 917 xxxxxxx |
| Websites |
| AUM* | 126,099,231 |
| of that, discretionary | 32,519,967 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 612,132 |
| % High Net Worth | 90.00% |
| 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
- Selection of other advisers
Compensation Arrangments
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
94M
80M
67M
53M
40M
27M
13M
2026
Private Funds
No private funds