| Total AUM | $519.1M |
| Discretionary | $519.1M100% of AUM |
| Client Accounts | 51 |
| Avg Account Size | $10.2M |
| Employees | 13 |
| Peak AUM | $519.1MMar 2026 |
Total AUM
$519M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $519M | +26.0% | +24.2% | +48.6% | |
| Discretionary AUM | |||||
| Total AUM | $519.1M |
| Discretionary | $519.1M |
| Employees | 13 |
| Client Accounts | 51 |
Address
3550 PEACHTREE RD NE
ATLANTA GA 30326
Phone
404-537-2759
Filing History
35 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$519M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $519M |
| +26.0% |
| +24.2% |
| +48.6% |
| Total Accounts | 51 | +4.1% | +6.7% | +25.2% |
| Avg Account Size | $10M | +21.1% | +16.4% | +18.7% |
| Employees | 13 | 13.3% | 6.7% | +5.2% |
| AUM / Employee | $40M | +45.4% | +33.1% | +41.2% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $519M | +26.0% | +24.2% | +48.6% | |
Client Count Segments | |||||
| Pooled / Fund | 51 | +4.1% | +6.7% | +25.2% | |