| Total AUM | $225.0M |
| Discretionary | $212.2M94% of AUM |
| Non-Discretionary | $12.8M |
| Client Accounts | 781 |
| Avg Account Size | $288K |
| Employees | 5 |
| Peak AUM | $225.0MFeb 2026 |
Total AUM
$225M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $225M | +31.2% | — | — | |
| Discretionary AUM | $212M | ||||
| Total AUM | $225.0M |
| Discretionary | $212.2M |
| Employees | 5 |
| Client Accounts | 781 |
| Client Range | 51-100 |
Address
140 MAYFAIR ROAD
HATTIESBURG MS 39402
Phone
(601) 602-3571
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$212M
94.3% of AUM
Non-Discretionary
$13M
5.7% of AUM
Disc. mix ▼ 0.3pp vs 1 year ago
Custody
No related registrations reported
| — |
| — |
| Non-Disc. AUM | $13M | +38.3% | — | — |
| Total Accounts | 781 | +22.2% | — | — |
| Avg Account Size | $288,094.901 | +7.3% | — | — |
| Employees | 5 | +150.0% | +58.2% | — |
| AUM / Employee | $45M | 47.5% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $206M | +32.9% | — | — | |
| Institutional AUM | $19M | +14.8% | — | — | |
Client Count Segments | |||||
| HNW Clients | 177 | +3.5% | — | — | |
| Institutional | 7 | 30.0% | — | — | |
| Individuals | 62 | +313.3% | — | — | |