| Total AUM | $106.6M |
| Discretionary | $106.6M100% of AUM |
| Client Accounts | 274 |
| Avg Account Size | $389K |
| Employees | 2 |
| Peak AUM | $106.6MFeb 2026 |
Total AUM
$107M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $107M | 0.0% | — | — | — |
| Discretionary AUM | $107M | 0.0% | |||
| Total AUM | $106.6M |
| Discretionary | $106.6M |
| Employees | 2 |
| Client Accounts | 274 |
| Client Range | 1-10 |
Address
3464 MAYBANK HIGHWAY
JOHNS ISLAND SC 29455
Phone
843-870-9568
Filing History
2 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$107M
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 Accounts | 274 | 0.0% | — | — | — |
| Avg Account Size | $389,124.792 | 0.0% | — | — | — |
| Employees | 2 | 0.0% | — | — | — |
| AUM / Employee | $53M | 0.0% | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $94M | 0.0% | — | — | — |
| Institutional AUM | $13M | 0.0% | — | — | — |
Client Count Segments | |||||
| HNW Clients | 84 | 0.0% | — | — | — |
| Individuals | 26 | 0.0% | — | — | — |