| Total AUM | $893.8M |
| Discretionary | $893.8M100% of AUM |
| Client Accounts | 3,799 |
| Avg Account Size | $235K |
| Employees | 33 |
| Peak AUM | $893.8MMar 2026 |
Total AUM
$894M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $894M | +72.2% | +47.0% | +44.4% | |
| Discretionary AUM | |||||
| Total AUM | $893.8M |
| Discretionary | $893.8M |
| Employees | 33 |
| Client Accounts | 3799 |
| Client Range | 0 |
Address
2422 W. SUNSET DRIVE
TAMPA FL 33629
Phone
813-597-6400
Filing History
44 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$894M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| $894M |
| +72.2% |
| +47.0% |
| +44.4% |
| Total Accounts | 4k | +181.4% | +40.5% | +48.3% |
| Avg Account Size | $235,282.124 | 38.8% | +4.6% | 2.7% |
| Employees | 33 | +17.9% | +25.7% | +36.4% |
| AUM / Employee | $27M | +46.1% | +17.0% | +5.9% |
Client AUM Segments | |||||
| Wealth AUM | $846M | +75.6% | +46.1% | +47.3% | |
| Institutional AUM | $48M | +28.7% | +70.0% | +18.4% | |
Client Count Segments | |||||
| HNW Clients | 2k | +62.1% | +41.5% | +51.0% | |
| Institutional | 76 | +90.0% | +50.1% | +56.9% | |
| Individuals | 197 | +89.4% | +29.0% | +46.7% | |