| Total AUM | $508.0M |
| Discretionary | $507.3M100% of AUM |
| Non-Discretionary | $700K |
| Client Accounts | 2,128 |
| Avg Account Size | $239K |
| Employees | 12 |
| Peak AUM | $508.0MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $508M | +27.9% | +21.7% | +29.7% | |
| Discretionary AUM | |||||
| Total AUM | $508.0M |
| Discretionary | $507.3M |
| Employees | 12 |
| Client Accounts | 2128 |
| Client Range | 251-500 |
Address
1 N DALE MABRY HWY.
TAMPA FL 33609
Phone
813-578-7001
Filing History
22 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$507M
99.9% of AUM
Non-Discretionary
$700,488
0.1% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$508M
| $507M |
| +27.8% |
| +22.0% |
| +29.7% |
| Non-Disc. AUM | $700,488 | — | 36.2% | — |
| Total Accounts | 2k | +10.3% | +6.8% | +19.7% |
| Avg Account Size | $238,719.929 | +16.0% | +14.0% | +8.4% |
| Employees | 12 | +20.0% | +10.1% | +14.4% |
| AUM / Employee | $42M | +6.6% | +10.5% | +13.4% |
Client AUM Segments | |||||
| Wealth AUM | $492M | +26.8% | +21.1% | +29.5% | |
| Institutional AUM | $16M | +75.8% | +44.4% | +36.5% | |
Client Count Segments | |||||
| HNW Clients | 452 | 6.4% | 6.3% | +6.9% | |
| Institutional | 5 | 0.0% | 25.3% | 3.5% | |
| Individuals | 116 | +45.0% | +58.7% | +31.7% | |