| Total AUM | $1.91B |
| Discretionary | $1.91B100% of AUM |
| Client Accounts | 10 |
| Avg Account Size | $191.3M |
| Employees | 19 |
| Peak AUM | $1.91BMar 2026 |
| AUM CAGR | +10.8% /yrover 14 yrs · 22 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.9B | +14.4% | +7.1% | +2.4% | |
| Discretionary AUM | $1.9B | ||||
| Total AUM | $1.91B |
| Discretionary | $1.91B |
| Employees | 19 |
| Client Accounts | 10 |
Address
201 NORTH TRYON STREET
CHARLOTTE NC 28202
Phone
704-372-2040
Filing History
22 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$1.9B
| +14.4% |
| +7.1% |
| +2.4% |
| Total Accounts | 10 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $191M | +14.4% | +7.1% | +2.4% |
| Employees | 19 | +5.6% | +3.6% | +4.7% |
| AUM / Employee | $101M | +8.4% | +3.4% | 2.2% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.9B | +14.4% | +7.1% | +2.4% | |
Client Count Segments | |||||
| Pooled / Fund | 10 | 0.0% | 0.0% | 0.0% | |