| Total AUM | $227.5M |
| Discretionary | $227.5M100% of AUM |
| Client Accounts | 547 |
| Avg Account Size | $416K |
| Employees | 2 |
| Peak AUM | $227.5MMar 2026 |
| AUM CAGR | +18.9% /yrover 5 yrs · 9 filings |
Total AUM
$227M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $227M | +14.1% | +14.0% | +18.9% | |
| Discretionary AUM | $227M | ||||
| Total AUM | $227.5M |
| Discretionary | $227.5M |
| Employees | 2 |
| Client Accounts | 547 |
Address
3928 CYPRESS DRIVE
BIRMINGHAM AL 35243
Phone
(205) 588-8637
Filing History
9 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$227M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| +14.1% |
| +14.7% |
| — |
| Total Accounts | 547 | +0.2% | +2.6% | +7.8% |
| Avg Account Size | $415,847.102 | +13.9% | +11.2% | +10.3% |
| Employees | 2 | 0.0% | 0.0% | +15.7% |
| AUM / Employee | $114M | +14.1% | +14.0% | +2.7% |
Client AUM Segments | |||||
| Wealth AUM | $224M | +14.1% | +14.0% | +19.2% | |
| Institutional AUM | $3M | +10.4% | +13.7% | +4.3% | |
Client Count Segments | |||||
| HNW Clients | 81 | 11.0% | 8.3% | +5.1% | |
| Institutional | 4 | 20.0% | +10.1% | — | |
| Individuals | 59 | +3.5% | +7.9% | +21.9% | |