| Total AUM | $199.5M |
| Discretionary | $199.0M100% of AUM |
| Non-Discretionary | $495K |
| Client Accounts | 593 |
| Avg Account Size | $336K |
| Employees | 5 |
| Peak AUM | $199.5MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $200M | +8.7% | +17.8% | — | |
| Discretionary AUM | $199M | ||||
| Total AUM | $199.5M |
| Discretionary | $199.0M |
| Employees | 5 |
| Client Accounts | 593 |
| Client Range | 0 |
Address
210 N CHURCH ST
CHARLOTTE NC 28202
Phone
704-272-1211
Filing History
18 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$199M
99.8% of AUM
Non-Discretionary
$495,350
0.2% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Total AUM
$200M
| +8.7% |
| +17.8% |
| — |
| Non-Disc. AUM | $495,350 | +10.5% | 1.6% | — |
| Total Accounts | 593 | +3.7% | +12.3% | — |
| Avg Account Size | $336,489.331 | +4.9% | +4.9% | — |
| Employees | 5 | 16.7% | 0.0% | +48.3% |
| AUM / Employee | $40M | +30.5% | +17.8% | — |
Client AUM Segments | |||||
| Wealth AUM | $192M | +7.4% | +17.0% | — | |
| Institutional AUM | $8M | +57.1% | +47.1% | — | |
Client Count Segments | |||||
| HNW Clients | 197 | 1.0% | +14.6% | — | |
| Individuals | 62 | +14.8% | +8.9% | — | |