| Total AUM | $647.0M |
| Discretionary | $647.0M100% of AUM |
| Client Accounts | 311 |
| Avg Account Size | $2.1M |
| Employees | 1 |
| Peak AUM | $647.0MMar 2026 |
Total AUM
$647M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $647M | +11.3% | +71.2% | +5.7% | |
| Discretionary AUM | |||||
| Total AUM | $647.0M |
| Discretionary | $647.0M |
| Employees | 1 |
| Client Accounts | 311 |
| Client Range | 0 |
Phone
831-226-2915
Filing History
28 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$647M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| $647M |
| +11.3% |
| +71.2% |
| +5.7% |
| Total Accounts | 311 | +2.3% | +57.9% | +4.6% |
| Avg Account Size | $2M | +8.8% | +8.4% | +1.1% |
| Employees | 1 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $647M | +11.3% | +71.2% | +5.7% |
Client AUM Segments | |||||
| Wealth AUM | $637M | +11.0% | +71.3% | +6.0% | |
| Institutional AUM | $10M | +29.4% | +67.2% | 7.1% | |
Client Count Segments | |||||
| HNW Clients | 46 | +15.0% | +33.2% | +25.1% | |
| Institutional | 5 | +25.0% | +68.6% | 6.5% | |
| Individuals | 260 | 0.0% | +64.5% | +2.8% | |