| Total AUM | $90.3M |
| Discretionary | $90.3M100% of AUM |
| Client Accounts | 675 |
| Avg Account Size | $134K |
| Employees | 4 |
| Peak AUM | $124.7MFeb 2025 |
| AUM CAGR | -7.2% /yrover 4 yrs · 18 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $90M | 27.5% | +0.1% | 7.2% | |
| Discretionary AUM | $90M | ||||
| Total AUM | $90.3M |
| Discretionary | $90.3M |
| Employees | 4 |
| Client Accounts | 675 |
| Client Range | 101-250 |
Address
6208 NW 43RD STREET
GAINESVILLE FL 32653
Phone
888-392-8007
Filing History
18 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$90M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$90M
| 27.5% |
| +0.1% |
| 7.2% |
| Total Accounts | 675 | 5.3% | 0.1% | +0.8% |
| Avg Account Size | $133,814.059 | 23.5% | +0.3% | 8.0% |
| Employees | 4 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $23M | 27.5% | +0.1% | 7.2% |
Client AUM Segments | |||||
| Wealth AUM | $86M | 28.5% | +1.1% | 7.2% | |
| Other AUM | $4M | 1.6% | 13.2% | 6.6% | |
Client Count Segments | |||||
| HNW Clients | 109 | 39.8% | 6.9% | 5.6% | |
| Individuals | 29 | 9.4% | +9.4% | 0.0% | |