| Total AUM | $110.8M |
| Discretionary | $87.8M79% of AUM |
| Non-Discretionary | $23.0M |
| Client Accounts | 182 |
| Avg Account Size | $609K |
| Employees | 6 |
| Peak AUM | $110.8MMar 2026 |
Total AUM
$111M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $111M | +1.8% | — | — | — |
| Discretionary AUM | $88M | +1.2% | |||
| Total AUM | $110.8M |
| Discretionary | $87.8M |
| Employees | 6 |
| Client Accounts | 182 |
| Client Range | 1-10 |
Phone
855-449-7100
Filing History
3 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$88M
79.3% of AUM
Non-Discretionary
$23M
20.7% of AUM
Disc. mix ▼ 0.5pp vs 1 year ago
| — |
| — |
— |
| Non-Disc. AUM | $23M | +4.5% | — | — | — |
| Total Accounts | 182 | +1.7% | — | — | — |
| Avg Account Size | $608,772.313 | +0.1% | — | — | — |
| Employees | 6 | +20.0% | — | — | — |
| AUM / Employee | $18M | 15.1% | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $94M | +3.5% | — | — | — |
| Institutional AUM | $17M | 6.9% | — | — | — |
Client Count Segments | |||||
| HNW Clients | 34 | +3.0% | — | — | — |
| Institutional | 11 | +83.3% | — | — | — |
| Individuals | 33 | +37.5% | — | — | — |