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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 7 -22.22%
of those in investment advisory functions 2 -33.33%
Registration Tennessee, Terminated, 09/20/2001
Other registrations (2)
AUM* 1,653,670,642 0.95%
of that, discretionary 1,653,670,642 0.95%
Private Fund GAV* 0
Avg Account Size 19,686,555 26.19%
% High Net Worth 70.24% 15.23%
SMA’s Yes
Private Funds 0
Contact Info 305 xxxxxxx
Websites

Client Types

- High net worth individuals
- Investment companies
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
10B 8B 7B 6B 4B 3B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker790148100 Stock NameST JOE CO $ Position$926,342,792 % Position78.00% $ Change-25.00% # Change-2.00%
Stck Ticker293792107 Stock NameENTERPRISE PRODS PARTNERS L $ Position$170,877,504 % Position14.00% $ Change8.00% # Change0.00%
Stck Ticker06417N103 Stock NameBANK OZK $ Position$28,650,699 % Position2.00% $ Change2.00% # Change-1.00%
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$22,082,442 % Position2.00% $ Change-4.00% # Change-3.00%
Stck Ticker29273V100 Stock NameENERGY TRANSFER L P $ Position$16,708,311 % Position1.00% $ Change # Change
Stck Ticker084423102 Stock NameWR BERKLEY CORP $ Position$15,300,054 % Position1.00% $ Change3.00% # Change0.00%
Stck Ticker26875P101 Stock NameEOG RES INC $ Position$245,160 % Position0.00% $ Change # Change
Stck Ticker674599105 Stock NameOCCIDENTAL PETE CORP $ Position$444,690 % Position0.00% $ Change # Change
Stck Ticker084670108 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$680,920 % Position0.00% $ Change-1.00% # Change0.00%
Stck Ticker037833100 Stock NameAPPLE INC $ Position$601,008 % Position0.00% $ Change7.00% # Change0.00%