| Total AUM | $281.6M |
| Discretionary | $268.9M95% of AUM |
| Non-Discretionary | $12.7M |
| Client Accounts | 521 |
| Avg Account Size | $541K |
| Employees | 7 |
| Peak AUM | $281.6MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $282M | +12.8% | +20.7% | +12.5% | |
| Discretionary AUM | |||||
| Total AUM | $281.6M |
| Discretionary | $268.9M |
| Employees | 7 |
| Client Accounts | 521 |
| Client Range | 251-500 |
Address
432 COPPERFIELD BLVD NE
CONCORD NC 28025-2427
Phone
919-787-9725
Filing History
37 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$269M
95.5% of AUM
Non-Discretionary
$13M
4.5% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Custody
| +8.1% /yrover 12 yrs · 37 filings |
Total AUM
$282M
| $269M |
| +12.8% |
| +21.6% |
| +13.7% |
| Non-Disc. AUM | $13M | +12.9% | +6.4% | 2.8% |
| Total Accounts | 521 | 45.6% | 9.5% | 1.0% |
| Avg Account Size | $540,582.816 | +107.2% | +33.4% | +13.6% |
| Employees | 7 | 12.5% | 0.0% | 0.0% |
| AUM / Employee | $40M | +28.9% | +20.7% | +12.5% |
Client AUM Segments | |||||
| Wealth AUM | $262M | +13.2% | +27.1% | +17.5% | |
| Institutional AUM | $7M | +0.0% | 31.4% | 22.1% | |
| Other AUM | $13M | +12.9% | +6.4% | 2.8% | |
Client Count Segments | |||||
| HNW Clients | 199 | 0.0% | +17.4% | +17.2% | |
| Institutional | 10 | 0.0% | 0.0% | +2.1% | |
| Individuals | 98 | 0.0% | +14.7% | +9.6% | |