| Total AUM | $482.5M |
| Discretionary | $424.0M88% of AUM |
| Non-Discretionary | $58.5M |
| Client Accounts | 1,021 |
| Avg Account Size | $473K |
| Employees | 7 |
| Peak AUM | $482.5MFeb 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $483M | +14.8% | +18.2% | +16.7% | |
| Discretionary AUM | |||||
| Total AUM | $482.5M |
| Discretionary | $424.0M |
| Employees | 7 |
| Client Accounts | 1021 |
| Client Range | 101-250 |
Phone
888.321.7374
Filing History
44 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$424M
87.9% of AUM
Non-Discretionary
$58M
12.1% of AUM
Disc. mix ▼ 0.4pp vs 1 year ago
No related registrations reported
| +15.0% /yrover 19 yrs · 44 filings |
Total AUM
$483M
| $424M |
| +14.2% |
| +18.2% |
| +15.4% |
| Non-Disc. AUM | $58M | +19.2% | +18.0% | +30.7% |
| Total Accounts | 1k | +0.2% | +5.6% | +13.1% |
| Avg Account Size | $472,585.535 | +14.6% | +11.9% | +3.2% |
| Employees | 7 | 12.5% | 0.0% | +3.2% |
| AUM / Employee | $69M | +31.2% | +18.2% | +13.1% |
Client AUM Segments | |||||
| Wealth AUM | $477M | +13.4% | +17.7% | +19.1% | |
| Institutional AUM | $6M | — | — | 25.2% | |
Client Count Segments | |||||
| HNW Clients | 53 | 51.8% | 3.0% | 3.8% | |
| Institutional | 2 | — | — | 39.7% | |
| Individuals | 122 | +45.2% | +9.4% | +22.5% | |