| Total AUM | $8.47B |
| Discretionary | $8.29B98% of AUM |
| Non-Discretionary | $186.7M |
| Client Accounts | 1,467 |
| Avg Account Size | $5.8M |
| Employees | 76 |
| Peak AUM | $8.47BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $8.5B | +58.1% | +30.4% | +20.0% | |
| Discretionary AUM | |||||
| Total AUM | $8.47B |
| Discretionary | $8.29B |
| Employees | 76 |
| Client Accounts | 1467 |
Address
6210 ARDREY KELL ROAD
CHARLOTTE NC 28277
Phone
704-544-2399
Filing History
74 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$8.3B
97.8% of AUM
Non-Discretionary
$187M
2.2% of AUM
Disc. mix ▲ 3.0pp vs 1 year ago
| +25.2% /yrover 24 yrs · 74 filings |
Total AUM
$8.5B
| $8.3B |
| +63.1% |
| +32.1% |
| +22.5% |
| Non-Disc. AUM | $187M | 32.6% | 5.4% | 14.4% |
| Total Accounts | 1k | 0.9% | 24.5% | 20.0% |
| Avg Account Size | $6M | +59.7% | +72.8% | +50.0% |
| Employees | 76 | +2.7% | +1.8% | +3.2% |
| AUM / Employee | $111M | +54.0% | +28.1% | +16.3% |
Client AUM Segments | |||||
| Wealth AUM | $539M | +52.8% | +33.7% | +13.8% | |
| Fund / Pooled AUM | $7.7B | +60.0% | +31.9% | +23.5% | |
| Other AUM | $187M | +14.9% | 5.1% | 7.3% | |
Client Count Segments | |||||
| HNW Clients | 1k | 2.0% | 2.7% | 1.6% | |
| Pooled / Fund | 28 | +133.3% | +32.6% | +22.9% | |