| Total AUM | $272.8M |
| Discretionary | $272.8M100% of AUM |
| Client Accounts | 475 |
| Avg Account Size | $574K |
| Employees | 7 |
| Peak AUM | $272.8MFeb 2026 |
Total AUM
$273M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $273M | +27.2% | +19.5% | — | |
| Discretionary AUM | $273M | ||||
| Total AUM | $272.8M |
| Discretionary | $272.8M |
| Employees | 7 |
| Client Accounts | 475 |
| Client Range | 51-100 |
Address
901 BERNINA
ATLANTA GA 30307
Phone
(404) 826.7747
Filing History
29 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$273M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.4pp vs 1 year ago
Custody
No related registrations reported
| +27.8% |
| +24.6% |
| — |
| Total Accounts | 475 | +30.1% | +6.4% | — |
| Avg Account Size | $574,310.657 | 2.2% | +12.3% | — |
| Employees | 7 | 12.5% | +33.7% | +62.7% |
| AUM / Employee | $39M | +45.4% | 10.7% | — |
Client AUM Segments | |||||
| Wealth AUM | $271M | +27.4% | +19.2% | — | |
| Institutional AUM | $2M | +10.0% | — | — | |
Client Count Segments | |||||
| HNW Clients | 46 | +100.0% | +17.1% | — | |
| Individuals | 69 | +13.1% | +4.9% | — | |