| Total AUM | $8.01B |
| Discretionary | $8.01B100% of AUM |
| Client Accounts | 14,608 |
| Avg Account Size | $548K |
| Employees | 45 |
| Peak AUM | $8.01BMar 2026 |
| AUM CAGR | +35.0% /yrover 17 yrs · 81 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $8.0B | +16.6% | +20.9% | +25.7% | |
| Discretionary AUM | |||||
| Total AUM | $8.01B |
| Discretionary | $8.01B |
| Employees | 45 |
| Client Accounts | 14608 |
Address
1145 HEMBREE RD.
ROSWELL GA 30076
Phone
770-642-4902
Filing History
81 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$8.0B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$8.0B
| $8.0B |
| +16.6% |
| +20.9% |
| +25.7% |
| Total Accounts | 15k | 0.5% | +1.2% | +17.4% |
| Avg Account Size | $548,112.601 | +17.2% | +19.4% | +7.1% |
| Employees | 45 | +4.7% | +3.2% | +2.9% |
| AUM / Employee | $178M | +11.4% | +17.2% | +22.2% |
Client AUM Segments | |||||
| Wealth AUM | $4.4B | +20.1% | +25.3% | +23.5% | |
| Institutional AUM | $56M | +16.9% | 8.3% | +6.6% | |
| Fund / Pooled AUM | $1.0B | +22.5% | +11.8% | +30.0% | |
| Other AUM | $2.5B | +9.1% | +19.5% | +29.3% | |
Client Count Segments | |||||
| HNW Clients | 10k | +1.5% | +0.6% | +8.8% | |
| Institutional | 37 | +5.7% | 24.2% | +11.0% | |
| Pooled / Fund | 7 | 0.0% | 0.0% | +18.5% | |
| Individuals | 812 | +7.1% | +40.9% | +36.4% | |