| Total AUM | $4.21B |
| Discretionary | $2.79B66% of AUM |
| Non-Discretionary | $1.42B |
| Client Accounts | 10,573 |
| Avg Account Size | $398K |
| Employees | 268 |
| Peak AUM | $7.65BMar 2024 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.2B | 40.1% | 15.1% | 2.9% | |
| Discretionary AUM | $2.8B | ||||
| Total AUM | $4.21B |
| Discretionary | $2.79B |
| Employees | 268 |
| Client Accounts | 10573 |
| Client Range | 26-50 |
Address
40 S. MAIN ST.
MEMPHIS TN 38103
Phone
901-251-1330
Filing History
144 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.8B
66.3% of AUM
Non-Discretionary
$1.4B
33.7% of AUM
Disc. mix ▼ 8.3pp vs 1 year ago
Custody
| +26.9% /yrover 20 yrs · 144 filings |
Total AUM
$4.2B
| 46.7% |
| 20.3% |
| 9.1% |
| Non-Disc. AUM | $1.4B | 20.5% | +1.5% | +28.7% |
| Total Accounts | 11k | 39.1% | 19.6% | 4.0% |
| Avg Account Size | $398,338.322 | 1.5% | +5.5% | +1.2% |
| Employees | 268 | 23.4% | 18.9% | 3.7% |
| AUM / Employee | $16M | 21.7% | +4.7% | +0.8% |
Client AUM Segments | |||||
| Wealth AUM | $4.0B | 39.1% | 14.6% | +5.0% | |
| Institutional AUM | $193M | 55.2% | 23.4% | +10.4% | |
Client Count Segments | |||||
| HNW Clients | 9k | 40.3% | 20.9% | 3.5% | |
| Institutional | 477 | 13.4% | +3.3% | +35.1% | |
| Individuals | 801 | 35.6% | 10.0% | +2.1% | |