| Total AUM | $193.9M |
| Discretionary | $193.9M100% of AUM |
| Client Accounts | 792 |
| Avg Account Size | $245K |
| Employees | 2 |
| Peak AUM | $193.9MMar 2026 |
Total AUM
$194M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $194M | +17.0% | +19.9% | — | |
| Discretionary AUM | $194M | ||||
| Total AUM | $193.9M |
| Discretionary | $193.9M |
| Employees | 2 |
| Client Accounts | 792 |
| Client Range | 0 |
Address
2242 MT. ZION ROAD
JONESBORO GA 30236
Phone
678-519-5733
Filing History
19 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$194M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 1.4pp vs 1 year ago
| +18.7% |
| +20.6% |
| — |
| Total Accounts | 792 | +6.7% | +8.0% | — |
| Avg Account Size | $244,872.165 | +9.6% | +11.0% | — |
| Employees | 2 | 0.0% | +24.5% | 0.0% |
| AUM / Employee | $97M | +17.0% | 3.7% | — |
Client AUM Segments | |||||
| Wealth AUM | $193M | +17.0% | +19.7% | — | |
| Institutional AUM | $1M | +30.4% | +56.8% | — | |
Client Count Segments | |||||
| HNW Clients | 391 | +5.7% | +12.9% | — | |
| Individuals | 126 | +7.7% | +47.2% | — | |