| Total AUM | $262.4M |
| Discretionary | $262.4M100% of AUM |
| Client Accounts | 1,203 |
| Avg Account Size | $218K |
| Employees | 8 |
| Peak AUM | $262.4MMar 2026 |
| AUM CAGR | +12.7% /yrover 8 yrs · 35 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $262M | +23.4% | +18.3% | +13.3% | |
| Discretionary AUM | |||||
| Total AUM | $262.4M |
| Discretionary | $262.4M |
| Employees | 8 |
| Client Accounts | 1203 |
| Client Range | 1-10 |
Address
3880 VEST MILL RD.
WINSTON SALEM NC 27103
Phone
336-659-7060
Filing History
35 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$262M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$262M
| $262M |
| +23.4% |
| +18.3% |
| +13.5% |
| Total Accounts | 1k | +5.9% | +5.3% | +4.9% |
| Avg Account Size | $218,159.669 | +16.6% | +12.4% | +8.0% |
| Employees | 8 | 0.0% | 0.0% | 2.3% |
| AUM / Employee | $33M | +23.4% | +18.3% | +16.0% |
Client AUM Segments | |||||
| Wealth AUM | $260M | +22.5% | +17.9% | +13.1% | |
| Institutional AUM | $2M | +969.0% | +258.3% | — | |
Client Count Segments | |||||
| HNW Clients | 297 | 3.9% | 10.0% | 7.0% | |
| Institutional | 4 | +33.3% | +10.4% | — | |
| Individuals | 94 | +6.8% | 4.3% | +9.8% | |