Adviser Profile
| As of Date | 08/25/2026 |
| Registration | SEC, Approved, 04/27/2026 |
|
|
|
| Former registrations | |
| ADV Location | ATLANTA, GA, United States |
| Contact Info | 404 xxxxxxx |
| Websites |
| AUM* | 218,880,000 |
| of that, discretionary | 216,537,000 |
| Number of Employees | 13 |
| of those in investment advisory functions | 9 |
| Private Fund GAV* | 0 |
| Avg Account Size | 329,143 |
| % High Net Worth | 9.47% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
217M
186M
155M
124M
93M
62M
31M
2026
Private Funds
No private funds