| Total AUM | $339.3M |
| Discretionary | $339.3M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $339.3M |
| Employees | 2 |
| Peak AUM | $339.3MApr 2026 |
Total AUM
$339M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $339M | — | — | — | — |
| Discretionary AUM | $339M | — | — | ||
| Total AUM | $339.3M |
| Discretionary | $339.3M |
| Employees | 2 |
| Client Accounts | 1 |
Address
3102 WEST END AVE
NASHVILLE TN 37203
Phone
210-274-0985
Filing History
4 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$339M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
— |
| Total Accounts | 1 | — | — | — | — |
| Avg Account Size | $339M | — | — | — | — |
| Employees | 2 | 0.0% | — | — | — |
| AUM / Employee | $170M | — | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $339M | — | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 1 | — | — | — | — |