Adviser Profile
| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 04/30/2026 |
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| Former registrations | |
| Contact Info | (41 xxxxxxx |
| Websites |
| AUM* | 182,243,308 |
| of that, discretionary | 182,243,308 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 13,017,379 |
| % High Net Worth | 83.33% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
- Other investment advisers
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
182M
156M
130M
104M
78M
52M
26M
2026
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker743315103 | Stock NamePROGRESSIVE CORP | $ Position$28,162,137 | % Position16.00% | $ Change10.00% | # Change0.00% |
| Stck Ticker626755102 | Stock NameMURPHY USA INC | $ Position$21,754,721 | % Position12.00% | $ Change-20.00% | # Change-26.00% |
| Stck Ticker67103H107 | Stock NameOREILLY AUTOMOTIVE INC | $ Position$20,068,990 | % Position11.00% | $ Change6.00% | # Change7.00% |
| Stck Ticker422806208 | Stock NameHEICO CORP NEW | $ Position$19,675,005 | % Position11.00% | $ Change69.00% | # Change0.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$17,299,981 | % Position10.00% | $ Change52.00% | # Change32.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$13,832,363 | % Position8.00% | $ Change24.00% | # Change0.00% |
| Stck Ticker88023U101 | Stock NameSOMNIGROUP INTERNATIONAL INC | $ Position$14,689,651 | % Position8.00% | $ Change21.00% | # Change14.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$11,754,452 | % Position7.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$8,553,722 | % Position5.00% | $ Change-5.00% | # Change-5.00% |
| Stck Ticker44951W106 | Stock NameIES HOLDINGS INC | $ Position$6,251,957 | % Position4.00% | $ Change54.00% | # Change0.00% |