| Total AUM | $149.4M |
| Discretionary | $149.4M100% of AUM |
| Client Accounts | 585 |
| Avg Account Size | $255K |
| Employees | 3 |
| Peak AUM | $149.4MFeb 2026 |
| AUM CAGR | +6.4% /yrover 25 yrs · 40 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $149M | +13.2% | +13.8% | +8.0% | |
| Discretionary AUM | |||||
| Total AUM | $149.4M |
| Discretionary | $149.4M |
| Employees | 3 |
| Client Accounts | 585 |
Address
1800 PEMBROOK DRIVE
ORLANDO FL 32810
Phone
407-667-4729
Filing History
40 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$149M
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
$149M
| $149M |
| +13.2% |
| +13.8% |
| +8.0% |
| Total Accounts | 585 | +5.4% | +0.2% | +1.1% |
| Avg Account Size | $255,403.145 | +7.4% | +13.6% | +6.8% |
| Employees | 3 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $50M | +13.2% | +13.8% | +8.0% |
Client AUM Segments | |||||
| Wealth AUM | $149M | +13.2% | +13.8% | +8.0% | |
Client Count Segments | |||||
| HNW Clients | 553 | +125.7% | +30.1% | +13.5% | |
| Individuals | 32 | +10.3% | 2.0% | +12.2% | |