| Total AUM | $244.8M |
| Discretionary | $244.8M100% of AUM |
| Client Accounts | 567 |
| Avg Account Size | $432K |
| Employees | 5 |
| Peak AUM | $244.8MFeb 2026 |
Total AUM
$245M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $245M | +5.6% | +12.5% | +7.9% | |
| Discretionary AUM | |||||
| Total AUM | $244.8M |
| Discretionary | $244.8M |
| Employees | 5 |
| Client Accounts | 567 |
| Client Range | 101-250 |
Address
3180 NORTH POINT PARKWAY
ALPHARETTA GA 30005
Phone
404-941-2800
Filing History
25 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$245M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| $245M |
| +5.6% |
| +12.5% |
| +7.9% |
| Total Accounts | 567 | 2.9% | 9.8% | 6.7% |
| Avg Account Size | $431,805.919 | +8.7% | +24.7% | +15.7% |
| Employees | 5 | 0.0% | +18.6% | +11.0% |
| AUM / Employee | $49M | +5.6% | 5.1% | 2.7% |
Client AUM Segments | |||||
| Wealth AUM | $244M | +5.4% | +12.4% | +7.9% | |
| Institutional AUM | $363,846 | — | — | +21.1% | |
Client Count Segments | |||||
| HNW Clients | 107 | +8.1% | +3.0% | +3.8% | |
| Institutional | 1 | — | — | 0.0% | |
| Individuals | 80 | 2.4% | +2.6% | 0.3% | |