| Total AUM | $239.2M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $239.2M |
| Client Accounts | 140 |
| Avg Account Size | $1.7M |
| Employees | 2 |
| Peak AUM | $239.2MFeb 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $239M | +9.0% | +14.5% | +7.4% | |
| Non-Disc. AUM | $239M | ||||
| Total AUM | $239.2M |
| Discretionary | $0 |
| Employees | 2 |
| Client Accounts | 140 |
| Client Range | 0 |
Address
3300 RIVERWOOD PARKWAY
ATLANTA GA 30339
Phone
770-790-3714
Filing History
36 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$239M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +11.2% /yrover 21 yrs · 36 filings |
Total AUM
$239M
| +9.0% |
| +14.5% |
| +7.4% |
| Total Accounts | 140 | +5.3% | +4.9% | +4.0% |
| Avg Account Size | $2M | +3.6% | +9.2% | +3.3% |
| Employees | 2 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $120M | +9.0% | +14.5% | +7.4% |
Client AUM Segments | |||||
| Wealth AUM | $220M | +8.5% | +15.1% | +7.5% | |
| Institutional AUM | $19M | +15.5% | +8.2% | +6.3% | |
Client Count Segments | |||||
| HNW Clients | 71 | +12.7% | +7.4% | +3.4% | |
| Institutional | 8 | +14.3% | +4.4% | +2.7% | |
| Individuals | 61 | 3.2% | +2.2% | +4.9% | |