| Total AUM | $436.7M |
| Discretionary | $436.7M100% of AUM |
| Client Accounts | 529 |
| Avg Account Size | $826K |
| Employees | 11 |
| Peak AUM | $436.7MMar 2026 |
| AUM CAGR | +6.1% /yrover 25 yrs · 35 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $437M | +11.8% | +12.9% | +7.4% | |
| Discretionary AUM | |||||
| Total AUM | $436.7M |
| Discretionary | $436.7M |
| Employees | 11 |
| Client Accounts | 529 |
Address
453 RIVERSIDE DRIVE
STUART FL 34994
Phone
772-223-9686
Filing History
35 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$437M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$437M
| $437M |
| +11.8% |
| +12.9% |
| +7.4% |
| Total Accounts | 529 | +13.0% | +10.7% | +7.9% |
| Avg Account Size | $825,603.025 | 1.1% | +2.0% | 0.4% |
| Employees | 11 | 0.0% | 0.0% | +1.9% |
| AUM / Employee | $40M | +11.8% | +12.9% | +5.4% |
Client AUM Segments | |||||
| Wealth AUM | $413M | +10.8% | +13.3% | +7.5% | |
| Institutional AUM | $24M | +32.2% | +7.1% | +5.8% | |
Client Count Segments | |||||
| HNW Clients | 130 | 4.4% | 7.5% | +4.2% | |
| Institutional | 25 | +4.2% | +6.0% | +3.5% | |
| Individuals | 108 | +9.1% | +10.5% | +4.4% | |