| Total AUM | $2.74B |
| Discretionary | $2.73B100% of AUM |
| Non-Discretionary | $3.5M |
| Client Accounts | 9,003 |
| Avg Account Size | $304K |
| Employees | 78 |
| Peak AUM | $2.76BJan 2025 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.7B | 0.6% | +81.9% | +56.0% | |
| Discretionary AUM | |||||
| Total AUM | $2.74B |
| Discretionary | $2.73B |
| Employees | 78 |
| Client Accounts | 9003 |
| Client Range | 1-10 |
Address
3550 LENOX ROAD NE
ATLANTA GA 30326
Phone
404-841-2224
Filing History
40 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.7B
99.9% of AUM
Non-Discretionary
$4M
0.1% of AUM
Disc. mix ▲ 5.9pp vs 1 year ago
Total AUM
$2.7B
| $2.7B |
| +5.5% |
| +112.7% |
| +75.4% |
| Non-Disc. AUM | $4M | 97.8% | 72.5% | 52.3% |
| Total Accounts | 9k | 1.2% | +59.3% | +127.0% |
| Avg Account Size | $303,851.061 | +0.6% | +14.2% | 31.3% |
| Employees | 78 | 0.0% | +73.2% | +58.9% |
| AUM / Employee | $35M | 0.6% | +5.0% | 1.8% |
Client AUM Segments | |||||
| Wealth AUM | $2.5B | +47.0% | +85.1% | +79.7% | |
| Institutional AUM | $191M | 44.9% | +54.3% | +30.3% | |
Client Count Segments | |||||
| HNW Clients | 3k | +151.4% | +26.7% | +165.8% | |
| Institutional | 434 | +152.3% | +278.4% | — | |
| Individuals | 6k | +592.2% | +298.2% | +217.6% | |