| Total AUM | $473.7M |
| Discretionary | $466.2M98% of AUM |
| Non-Discretionary | $7.6M |
| Client Accounts | 1,660 |
| Avg Account Size | $285K |
| Employees | 34 |
| Peak AUM | $473.7MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $474M | +17.7% | +18.6% | +15.4% | |
| Discretionary AUM | |||||
| Total AUM | $473.7M |
| Discretionary | $466.2M |
| Employees | 34 |
| Client Accounts | 1660 |
| Client Range | 0 |
Address
1600 PENNSYLVANIA AVE.
MCDONOUGH GA 30253
Phone
678-583-1120
Filing History
87 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$466M
98.4% of AUM
Non-Discretionary
$8M
1.6% of AUM
Disc. mix ▲ 3.0pp vs 1 year ago
| +17.8% /yrover 16 yrs · 87 filings |
Total AUM
$474M
| $466M |
| +21.5% |
| +18.1% |
| +18.2% |
| Non-Disc. AUM | $8M | 59.4% | +149.3% | 24.0% |
| Total Accounts | 2k | 6.2% | +22.0% | +11.9% |
| Avg Account Size | $285,388.27 | +25.5% | 2.8% | +3.1% |
| Employees | 34 | 75.7% | 6.0% | 7.0% |
| AUM / Employee | $14M | +384.8% | +26.3% | +24.1% |
Client AUM Segments | |||||
| Wealth AUM | $458M | +16.3% | +17.4% | +14.7% | |
| Institutional AUM | $16M | +81.2% | +161.0% | +62.7% | |
Client Count Segments | |||||
| HNW Clients | 895 | 42.6% | +0.5% | +0.5% | |
| Institutional | 11 | +10.0% | +76.5% | +61.6% | |
| Individuals | 107 | +62.1% | +52.8% | +8.9% | |