Adviser Profile
| As of Date | 07/29/2026 |
| Registration | SEC, Approved, 06/18/2026 |
|
|
|
| Former registrations | |
| ADV Location | HUNTSVILLE, AL, United States |
| Contact Info | 256 xxxxxxx |
| Websites |
| AUM* | 100,020,965 |
| of that, discretionary | 85,618,638 |
| Number of Employees | 6 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 152,008 |
| % High Net Worth | 9.64% |
| 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
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds