| Total AUM | $177.4M |
| Discretionary | $177.4M100% of AUM |
| Client Accounts | 152 |
| Avg Account Size | $1.2M |
| Employees | 3 |
| Peak AUM | $177.4MMar 2026 |
| AUM CAGR | +6.1% /yrover 8 yrs · 27 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $177M | +14.9% | +12.6% | +6.8% | |
| Discretionary AUM | |||||
| Total AUM | $177.4M |
| Discretionary | $177.4M |
| Employees | 3 |
| Client Accounts | 152 |
| Client Range | 51-100 |
Address
300 W. MILLBROOK ROAD
RALEIGH NC 27609
Phone
919-848-4100
Filing History
27 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$177M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$177M
| $177M |
| +14.9% |
| +12.6% |
| +6.8% |
| Total Accounts | 152 | 0.7% | 1.9% | 0.6% |
| Avg Account Size | $1M | +15.6% | +14.8% | +7.5% |
| Employees | 3 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $59M | +14.9% | +12.6% | +6.8% |
Client AUM Segments | |||||
| Wealth AUM | $171M | +14.3% | +12.2% | +6.5% | |
| Institutional AUM | $7M | +33.2% | +24.9% | +21.0% | |
Client Count Segments | |||||
| HNW Clients | 50 | +2.0% | +1.4% | 1.2% | |
| Institutional | 6 | 0.0% | +14.5% | 23.6% | |
| Individuals | 44 | 10.2% | 2.9% | +0.9% | |