| Total AUM | $300.2M |
| Discretionary | $82.8M28% of AUM |
| Non-Discretionary | $217.4M |
| Client Accounts | 9 |
| Avg Account Size | $33.4M |
| Employees | 8 |
| Peak AUM | $300.2MMar 2026 |
| AUM CAGR | +22.2% /yrover 2 yrs · 7 filings |
Total AUM
$300M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $300M | +40.5% | +22.2% | — | — |
| Discretionary AUM | $83M | +9.0% | |||
| Total AUM | $300.2M |
| Discretionary | $82.8M |
| Employees | 8 |
| Client Accounts | 9 |
Address
1000 LEGION PLACE
ORLANDO FL 32801
Phone
407-988-3014
Filing History
7 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$83M
27.6% of AUM
Non-Discretionary
$217M
72.4% of AUM
Disc. mix ▼ 8.0pp vs 1 year ago
| +13.3% |
| — |
— |
| Non-Disc. AUM | $217M | +57.8% | +26.3% | — | — |
| Total Accounts | 9 | +12.5% | +6.1% | — | — |
| Avg Account Size | $33M | +24.9% | +15.3% | — | — |
| Employees | 8 | 0.0% | 0.0% | — | — |
| AUM / Employee | $38M | +40.5% | +22.2% | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $300M | +40.5% | +22.2% | — | — |
Client Count Segments | |||||
| Pooled / Fund | 9 | +12.5% | +6.1% | — | — |