| Total AUM | $54.8M |
| Discretionary | $54.8M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $54.8M |
| Employees | 1 |
| Peak AUM | $54.8MMar 2026 |
| AUM CAGR | +3.6% /yrover 5 yrs · 6 filings |
Total AUM
$55M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $55M | +38.7% | +4.9% | +3.6% | |
| Discretionary AUM | $55M | ||||
| Total AUM | $54.8M |
| Discretionary | $54.8M |
| Employees | 1 |
| Client Accounts | 1 |
Address
3350 RIVERWOOD PARKWAY, SUITE 700
ATLANTA GA 30339
Phone
404-815-4533
Filing History
6 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$55M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| +38.7% |
| +4.9% |
| +3.6% |
| Total Accounts | 1 | 0.0% | 20.6% | 0.0% |
| Avg Account Size | $55M | +38.7% | +32.1% | +3.6% |
| Employees | 1 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $55M | +38.7% | +4.9% | +3.6% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $55M | +38.7% | +4.9% | +3.6% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | 20.6% | 0.0% | |
| Individuals | 2 | 0.0% | 12.6% | 8.2% | |