| Total AUM | $492.3M |
| Discretionary | $492.3M100% of AUM |
| Client Accounts | 1,804 |
| Avg Account Size | $273K |
| Employees | 6 |
| Peak AUM | $492.3MMar 2026 |
Total AUM
$492M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $492M | +21.4% | +21.6% | +16.8% | |
| Discretionary AUM | |||||
| Total AUM | $492.3M |
| Discretionary | $492.3M |
| Employees | 6 |
| Client Accounts | 1804 |
| Client Range | 0 |
Address
1459 STUART ENGALS BLVD
MT. PLEASANT SC 29464
Phone
843-972-0065
Filing History
62 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$492M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $492M |
| +21.4% |
| +21.6% |
| +16.8% |
| Total Accounts | 2k | 0.3% | +4.4% | +4.1% |
| Avg Account Size | $272,920.772 | +21.8% | +16.5% | +12.2% |
| Employees | 6 | 0.0% | 5.0% | +3.7% |
| AUM / Employee | $82M | +21.4% | +28.0% | +12.7% |
Client AUM Segments | |||||
| Wealth AUM | $492M | +21.4% | +21.6% | +16.8% | |
Client Count Segments | |||||
| HNW Clients | 582 | +2.6% | 2.1% | 4.0% | |
| Individuals | 118 | +10.3% | +27.4% | +41.2% | |