| Total AUM | $202.7M |
| Discretionary | $197.9M98% of AUM |
| Non-Discretionary | $4.8M |
| Client Accounts | 522 |
| Avg Account Size | $388K |
| Employees | 2 |
| Peak AUM | $202.7MJan 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $203M | +15.0% | +11.6% | +8.2% | |
| Discretionary AUM | |||||
| Total AUM | $202.7M |
| Discretionary | $197.9M |
| Employees | 2 |
| Client Accounts | 522 |
| Client Range | 101-250 |
Address
17595 S. TAMIAMI TRAIL
FORT MYERS FL 33908
Phone
239-454-5333
Filing History
24 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$198M
97.6% of AUM
Non-Discretionary
$5M
2.4% of AUM
Disc. mix ▼ 2.4pp vs 1 year ago
No related registrations reported
| +8.2% /yrover 8 yrs · 24 filings |
Total AUM
$203M
| $198M |
| +12.3% |
| +10.8% |
| +7.7% |
| Non-Disc. AUM | $5M | — | — | — |
| Total Accounts | 522 | +5.7% | +2.0% | +4.3% |
| Avg Account Size | $388,382.519 | +8.8% | +9.4% | +3.8% |
| Employees | 2 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $101M | +15.0% | +11.6% | +8.2% |
Client AUM Segments | |||||
| Wealth AUM | $203M | +15.0% | +11.6% | +8.2% | |
| Institutional AUM | $76,665 | +9.8% | +7.1% | 5.6% | |
Client Count Segments | |||||
| HNW Clients | 72 | +1.4% | +2.4% | +1.4% | |
| Individuals | 60 | +11.1% | +6.1% | +6.7% | |