| Total AUM | $52.0M |
| Discretionary | $48.5M93% of AUM |
| Non-Discretionary | $3.5M |
| Client Accounts | 198 |
| Avg Account Size | $263K |
| Employees | 4 |
| Peak AUM | $122.1MJun 2021 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $52M | 0.0% | +1.0% | 17.3% | |
| Discretionary AUM | $48M | ||||
| Total AUM | $52.0M |
| Discretionary | $48.5M |
| Employees | 4 |
| Client Accounts | 198 |
| Client Range | 1-10 |
Address
ONE PARKWAY CENTER
MARIETTA GA 30067-8289
Phone
770-422-4606
Filing History
39 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$48M
93.2% of AUM
Non-Discretionary
$4M
6.8% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| +1.1% /yrover 25 yrs · 39 filings |
Total AUM
$52M
| 0.0% |
| +6.6% |
| 15.4% |
| Non-Disc. AUM | $4M | 0.0% | 32.5% | 31.4% |
| Total Accounts | 198 | 0.0% | 11.5% | 11.7% |
| Avg Account Size | $262,648.848 | 0.0% | +14.1% | 6.3% |
| Employees | 4 | 0.0% | 0.0% | 4.8% |
| AUM / Employee | $13M | 0.0% | +1.0% | 13.1% |
Client AUM Segments | |||||
| Wealth AUM | $42M | 0.0% | +1.8% | 16.8% | |
| Institutional AUM | $10M | 0.0% | 2.2% | 19.1% | |
Client Count Segments | |||||
| HNW Clients | 115 | 0.0% | 7.0% | 9.8% | |