Adviser Profile
| As of Date | 09/09/2026 |
| Registration | SEC, Approved, 05/04/2026 |
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| Former registrations | |
| ADV Location | BLUFFTON, SC, United States |
| Contact Info | 843 xxxxxxx |
| Websites |
| AUM* | 125,985,607 |
| of that, discretionary | 125,230,112 |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 711,783 |
| % High Net Worth | 20.44% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Other investment advisers
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
125M
107M
89M
72M
54M
36M
18M
2026
Private Funds
No private funds