| Total AUM | $288.4M |
| Discretionary | $250.0M87% of AUM |
| Non-Discretionary | $38.4M |
| Client Accounts | 1,140 |
| Avg Account Size | $253K |
| Employees | 4 |
| Peak AUM | $288.4MMay 2026 |
Total AUM
$288M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $288M | — | — | — | |
| Discretionary AUM | $250M | — | |||
| Total AUM | $288.4M |
| Discretionary | $250.0M |
| Employees | 4 |
| Client Accounts | 1140 |
| Client Range | 101-250 |
Phone
252-230-7699
Filing History
6 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$250M
86.7% of AUM
Non-Discretionary
$38M
13.3% of AUM
No related registrations reported
| — |
| Non-Disc. AUM | $38M | — | — | — |
| Total Accounts | 1k | — | — | — |
| Avg Account Size | $252,999.571 | — | — | — | — |
| Employees | 4 | 33.3% | — | — |
| AUM / Employee | $72M | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $246M | — | — | — | — |
| Institutional AUM | $43M | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 141 | — | — | — | — |
| Institutional | 20 | — | — | — | — |
| Individuals | 108 | — | — | — | — |