| Total AUM | $119.9M |
| Discretionary | $119.9M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $119.9M |
| Employees | 4 |
| Peak AUM | $268.3MMar 2024 |
| AUM CAGR | -5.5% /yrover 8 yrs · 11 filings |
Total AUM
$120M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $120M | 7.8% | 16.1% | 8.2% | |
| Discretionary AUM | $120M | ||||
| Total AUM | $119.9M |
| Discretionary | $119.9M |
| Employees | 4 |
| Client Accounts | 1 |
Address
171 CHURCH STREET
CHARLESTON SC 29401
Phone
866-443-1080
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$120M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| 7.8% |
| 8.9% |
| 8.2% |
| Total Accounts | 1 | 0.0% | 20.6% | 12.9% |
| Avg Account Size | $120M | 7.8% | +5.8% | +5.5% |
| Employees | 4 | 0.0% | 23.7% | 15.0% |
| AUM / Employee | $30M | 7.8% | +10.0% | +8.0% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $120M | 7.8% | 16.1% | 8.2% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | 20.6% | 12.9% | |