| Total AUM | $316.2M |
| Discretionary | $316.2M100% of AUM |
| Client Accounts | 442 |
| Avg Account Size | $715K |
| Employees | 3 |
| Peak AUM | $316.2MMar 2026 |
| AUM CAGR | +10.3% /yrover 8 yrs · 32 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $316M | +18.2% | +17.0% | +9.0% | |
| Discretionary AUM | |||||
| Total AUM | $316.2M |
| Discretionary | $316.2M |
| Employees | 3 |
| Client Accounts | 442 |
| Client Range | 11-25 |
Address
9131 ANSON WAY
RALEIGH NC 27615
Phone
919-421-1555
Filing History
32 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$316M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 1.4pp vs 1 year ago
No related registrations reported
Total AUM
$316M
| $316M |
| +19.8% |
| +17.0% |
| +9.0% |
| Total Accounts | 442 | 16.1% | 11.9% | 5.3% |
| Avg Account Size | $715,324.76 | +40.9% | +32.9% | +15.1% |
| Employees | 3 | 50.0% | 9.1% | 9.7% |
| AUM / Employee | $105M | +136.3% | +28.8% | +20.8% |
Client AUM Segments | |||||
| Wealth AUM | $204M | +16.6% | +19.0% | +7.7% | |
| Institutional AUM | $112M | +21.2% | +13.8% | +11.6% | |
Client Count Segments | |||||
| HNW Clients | 69 | 37.8% | 21.0% | 10.8% | |
| Institutional | 5 | 0.0% | 42.3% | 9.0% | |
| Individuals | 80 | 7.0% | +18.6% | +3.9% | |