| Total AUM | $475.78B |
| Discretionary | $475.77B100% of AUM |
| Non-Discretionary | $13.8M |
| Client Accounts | 11,055 |
| Avg Account Size | $43.0M |
| Employees | 956 |
| Peak AUM | $482.82BMar 2021 |
| AUM CAGR | +6.8% /yrover 26 yrs · 115 filings |
Total AUM
$475.8B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $475.8B | +4.0% | +8.5% | 0.3% | |
| Discretionary AUM | $475.8B | +4.1% | +8.5% | 0.2% | |
| Non-Disc. AUM | $14M | 95.3% | 52.6% | 56.4% | |
| Total Accounts | 11k | 15.8% | +37.2% | +21.4% | |
| Avg Account Size | $43M | +23.4% | 20.9% | 17.8% | |
| Employees | 956 | 2.0% | +0.8% | +1.6% | |
| AUM / Employee | $498M | +6.2% | +7.7% | 1.9% | |
Client AUM Segments | |||||
| Wealth AUM | $8.6B | +40.4% | +50.8% | +16.1% | |
| Institutional AUM | $113.7B | +4.5% | +2.4% | 4.7% | |
| Fund / Pooled AUM | $353.5B | +3.6% | +10.2% | +1.2% | |
Client Count Segments | |||||
| HNW Clients | 7k | +29.4% | +51.8% | +31.2% | |
| Institutional | 1k | +10.5% | +23.6% | +10.3% | |
| Pooled / Fund | 48 | 69.2% | 37.5% | 32.2% | |
| Individuals | 2k | +49.8% | +56.5% | +30.3% | |
| Total AUM | $475.78B |
| Discretionary | $475.77B |
| Employees | 956 |
| Client Accounts | 11055 |
Address
1415 VANTAGE PARK DRIVE
CHARLOTTE NC 28203
Phone
1-833-289-5038
Filing History
115 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$475.8B
100.0% of AUM
Non-Discretionary
$14M
0.0% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Custody