| Total AUM | $1.37B |
| Discretionary | $1.05B76% of AUM |
| Non-Discretionary | $328.9M |
| Client Accounts | 106 |
| Avg Account Size | $13.0M |
| Employees | 9 |
| Peak AUM | $1.37BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.4B | +21.0% | +14.7% | +16.5% | |
| Discretionary AUM | |||||
| Total AUM | $1.37B |
| Discretionary | $1.05B |
| Employees | 9 |
| Client Accounts | 106 |
| Client Range | 1-10 |
Address
300 NORTH GREENE STREET
GREENSBORO NC 27401
Phone
336-273-8544
Filing History
39 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.0B
76.1% of AUM
Non-Discretionary
$329M
23.9% of AUM
Disc. mix ▲ 8.2pp vs 1 year ago
Custody
| +4.4% /yrover 23 yrs · 39 filings |
Total AUM
$1.4B
| $1.0B |
| +35.7% |
| +21.3% |
| +18.8% |
| Non-Disc. AUM | $329M | 9.9% | +0.3% | +10.5% |
| Total Accounts | 106 | +27.7% | +61.8% | +49.9% |
| Avg Account Size | $13M | 5.2% | 29.1% | 22.3% |
| Employees | 9 | +12.5% | 6.5% | +2.4% |
| AUM / Employee | $153M | +7.6% | +22.6% | +13.7% |
Client AUM Segments | |||||
| Wealth AUM | $603M | +24.9% | +19.4% | +28.1% | |
| Institutional AUM | $66M | 3.4% | +11.0% | +13.4% | |
| Fund / Pooled AUM | $706M | +20.6% | +11.5% | +10.3% | |
Client Count Segments | |||||
| Institutional | 7 | +16.7% | — | — | |
| Pooled / Fund | 7 | 0.0% | 0.0% | +3.1% | |
| Individuals | 25 | +31.6% | +35.7% | — | |