| Total AUM | $997.4M |
| Discretionary | $742.0M74% of AUM |
| Non-Discretionary | $255.4M |
| Client Accounts | 696 |
| Avg Account Size | $1.4M |
| Employees | 10 |
| Peak AUM | $4.21BAug 2025 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $997M | 5.0% | +14.6% | +13.7% | |
| Discretionary AUM | |||||
| Total AUM | $997.4M |
| Discretionary | $742.0M |
| Employees | 10 |
| Client Accounts | 696 |
| Client Range | 0 |
Address
9350 SOUTH DIXIE HIGHWAY
MIAMI FL 33156
Phone
305-671-2200
Filing History
51 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$742M
74.4% of AUM
Non-Discretionary
$255M
25.6% of AUM
Disc. mix ▼ 2.9pp vs 1 year ago
Custody
| +19.2% /yrover 11 yrs · 51 filings |
Total AUM
$997M
| $742M |
| 8.5% |
| +15.9% |
| +16.5% |
| Non-Disc. AUM | $255M | +7.0% | +11.4% | +7.5% |
| Total Accounts | 696 | +10.1% | +28.5% | +22.7% |
| Avg Account Size | $1M | 13.8% | 10.8% | 7.3% |
| Employees | 10 | 0.0% | +7.7% | +4.6% |
| AUM / Employee | $100M | 5.0% | +6.4% | +8.8% |
Client AUM Segments | |||||
| Institutional AUM | $997M | 5.0% | +14.6% | +13.7% | |
Client Count Segments | |||||
| Institutional | 696 | +10.1% | +28.5% | +22.7% | |