| Total AUM | $288.4M |
| Discretionary | $288.4M100% of AUM |
| Client Accounts | 855 |
| Avg Account Size | $337K |
| Employees | 5 |
| Peak AUM | $288.4MMar 2026 |
| AUM CAGR | +7.7% /yrover 25 yrs · 45 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $288M | +34.6% | +20.6% | +15.3% | |
| Discretionary AUM | |||||
| Total AUM | $288.4M |
| Discretionary | $288.4M |
| Employees | 5 |
| Client Accounts | 855 |
| Client Range | 101-250 |
Phone
727-787-7526
Filing History
45 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$288M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$288M
| $288M |
| +34.6% |
| +20.6% |
| +15.3% |
| Total Accounts | 855 | +8.9% | +12.1% | +11.4% |
| Avg Account Size | $337,365.236 | +23.6% | +7.6% | +3.5% |
| Employees | 5 | 0.0% | 5.9% | 3.6% |
| AUM / Employee | $58M | +34.6% | +28.2% | +19.6% |
Client AUM Segments | |||||
| Wealth AUM | $286M | +34.9% | +20.6% | +15.4% | |
| Institutional AUM | $3M | +12.4% | +19.5% | +3.6% | |
Client Count Segments | |||||
| HNW Clients | 221 | +2.3% | +4.3% | +3.7% | |
| Institutional | 5 | 0.0% | — | — | |
| Individuals | 70 | +22.8% | +12.6% | +11.8% | |