| Total AUM | $324.65B |
| Discretionary | $324.65B100% of AUM |
| Client Accounts | 10,118 |
| Avg Account Size | $32.1M |
| Employees | 714 |
| Peak AUM | $324.65BMar 2026 |
| AUM CAGR | +6.2% /yrover 25 yrs · 74 filings |
Total AUM
$324.7B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $324.7B | +2.1% | +10.7% | +1.1% | |
| Discretionary AUM | $324.7B | +2.1% | +10.7% | +1.1% | |
| Total Accounts | 10k | 16.1% | +12.2% | +8.1% | |
| Avg Account Size | $32M | +21.7% | 1.3% | 6.5% | |
| Employees | 714 | +37.6% | +18.4% | +9.2% | |
| AUM / Employee | $455M | 25.8% | 6.5% | 7.4% | |
Client AUM Segments | |||||
| Wealth AUM | $8.1B | +43.6% | +46.5% | +23.6% | |
| Institutional AUM | $2.6B | +66.9% | +79.5% | +36.6% | |
| Fund / Pooled AUM | $313.9B | +1.4% | +10.1% | +0.7% | |
Client Count Segments | |||||
| HNW Clients | 7k | +29.4% | +35.8% | +20.8% | |
| Institutional | 860 | +26.3% | +56.3% | +28.3% | |
| Pooled / Fund | 113 | 5.0% | 5.0% | 4.6% | |
| Individuals | 2k | +50.5% | +46.2% | +21.9% | |
| Total AUM | $324.65B |
| Discretionary | $324.65B |
| Employees | 714 |
| Client Accounts | 10118 |
Address
1415 VANTAGE PARK DRIVE
CHARLOTTE NC 28203
Phone
833-289-5038
Filing History
74 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$324.7B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago