| Total AUM | $517.7M |
| Discretionary | $517.7M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $258.9M |
| Employees | 8 |
| Peak AUM | $517.7MMar 2026 |
Total AUM
$518M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $518M | — | — | — | |
| Discretionary AUM | $518M | — | |||
| Total AUM | $517.7M |
| Discretionary | $517.7M |
| Employees | 8 |
| Client Accounts | 2 |
| Client Range | 0 |
Address
2211 ASHLEY OAKS CIRCLE
WESLEY CHAPEL FL 33544
Phone
813-215-7783
Filing History
17 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$518M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
| — |
| Total Accounts | 2 | — | — | — |
| Avg Account Size | $259M | — | — | — |
| Employees | 8 | +60.0% | — | — |
| AUM / Employee | $65M | — | — | — |
Client AUM Segments | |||||
| Other AUM | $518M | — | — | — | |