| Total AUM | $368.5M |
| Discretionary | $39.6M11% of AUM |
| Non-Discretionary | $328.9M |
| Client Accounts | 26 |
| Avg Account Size | $14.2M |
| Employees | 2 |
| Peak AUM | $512.3MMar 2014 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $368M | +13.9% | +13.3% | +7.8% | |
| Discretionary AUM | |||||
| Total AUM | $368.5M |
| Discretionary | $39.6M |
| Employees | 2 |
| Client Accounts | 26 |
| Client Range | 0 |
Address
4355 LYNX PAW TRAIL
VALRICO FL 33596
Phone
813-684-9218
Filing History
26 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$40M
10.7% of AUM
Non-Discretionary
$329M
89.3% of AUM
Disc. mix ▲ 2.2pp vs 1 year ago
Total AUM
$368M
| $40M |
| +43.7% |
| +5.1% |
| +2.7% |
| Non-Disc. AUM | $329M | +11.1% | +14.5% | +8.6% |
| Total Accounts | 26 | +8.3% | +31.2% | 2.1% |
| Avg Account Size | $14M | +5.1% | 13.6% | +10.1% |
| Employees | 2 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $184M | +13.9% | +13.3% | +7.8% |
Client AUM Segments | |||||
| Wealth AUM | $217M | +16.1% | +14.6% | +9.7% | |
| Institutional AUM | $151M | +10.9% | +11.6% | +5.5% | |
Client Count Segments | |||||
| Individuals | 6 | 0.0% | 12.0% | 9.4% | |