| Total AUM | $392.75B |
| Discretionary | $380.66B97% of AUM |
| Non-Discretionary | $12.09B |
| Client Accounts | 417 |
| Avg Account Size | $941.9M |
| Employees | 1,101 |
| Peak AUM | $392.75BMar 2026 |
| AUM CAGR | +7.7% /yrover 25 yrs · 97 filings |
Total AUM
$384.5B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $392.8B | +13.8% | +12.9% | +7.0% | |
| Discretionary AUM | $380.7B | +14.3% | +12.1% | +6.4% | |
| Non-Disc. AUM | $12.1B | 0.9% | +56.3% | +49.0% | |
| Total Accounts | 417 | +11.8% | +7.8% | +5.3% | |
| Avg Account Size | $942M | +1.8% | +4.7% | +1.6% | |
| Employees | 1k | +4.3% | +2.3% | +1.9% | |
| AUM / Employee | $357M | +9.1% | +10.4% | +4.9% | |
Client AUM Segments | |||||
| Institutional AUM | $301.3B | +10.0% | +13.2% | +6.0% | |
| Fund / Pooled AUM | $80.9B | +31.6% | +12.0% | +10.1% | |
Client Count Segments | |||||
| Institutional | 160 | +0.6% | 0.8% | +1.1% | |
| Pooled / Fund | 246 | +21.8% | +15.7% | +8.8% | |
| Total AUM | $392.75B |
| Discretionary | $380.66B |
| Employees | 1101 |
| Client Accounts | 417 |
| Client Range | 0 |
Address
300 S. TRYON STREET
CHARLOTTE NC 28202
Phone
704-805-7200
Filing History
97 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$380.7B
96.9% of AUM
Non-Discretionary
$12.1B
3.1% of AUM
Disc. mix ▲ 0.5pp vs 1 year ago
Custody