| Total AUM | $194.9M |
| Discretionary | $194.9M100% of AUM |
| Client Accounts | 128 |
| Avg Account Size | $1.5M |
| Employees | 4 |
| Peak AUM | $194.9MMar 2026 |
Total AUM
$195M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $195M | +14.1% | +24.1% | +16.3% | |
| Discretionary AUM | |||||
| Total AUM | $194.9M |
| Discretionary | $194.9M |
| Employees | 4 |
| Client Accounts | 128 |
Address
205 N. CONCEPTION ST.
MOBILE AL 36603
Phone
727-324-4004
Filing History
13 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$195M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 4.9pp vs 1 year ago
| $195M |
| +20.0% |
| +26.4% |
| +18.0% |
| Total Accounts | 128 | 7.2% | 4.7% | 3.0% |
| Avg Account Size | $2M | +23.0% | +30.2% | +19.9% |
| Employees | 4 | +100.0% | +26.0% | +19.4% |
| AUM / Employee | $49M | 42.9% | 1.5% | 2.5% |
Client AUM Segments | |||||
| Institutional AUM | $195M | +14.1% | +24.1% | +16.3% | |
Client Count Segments | |||||
| Institutional | 128 | 7.2% | 4.7% | 3.0% | |