| Total AUM | $235.0M |
| Discretionary | $232.1M99% of AUM |
| Non-Discretionary | $2.9M |
| Client Accounts | 219 |
| Avg Account Size | $1.1M |
| Employees | 3 |
| Peak AUM | $235.0MMar 2026 |
| AUM CAGR | +36.3% /yrover 2 yrs · 12 filings |
Total AUM
$235M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $235M | +20.1% | +36.3% | — | |
| Discretionary AUM | $232M | ||||
| Total AUM | $235.0M |
| Discretionary | $232.1M |
| Employees | 3 |
| Client Accounts | 219 |
| Client Range | 101-250 |
Address
320 W GOVERMENT STREET
PENSACOLA FL 32502
Phone
850-565-3780
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$232M
98.8% of AUM
Non-Discretionary
$3M
1.2% of AUM
Disc. mix ▲ 0.3pp vs 1 year ago
No related registrations reported
| +20.5% |
| +35.6% |
| — |
| Non-Disc. AUM | $3M | 4.6% | — | — |
| Total Accounts | 219 | +14.7% | 22.3% | — |
| Avg Account Size | $1M | +4.8% | +75.5% | — |
| Employees | 3 | 0.0% | +20.6% | — |
| AUM / Employee | $78M | +20.1% | +13.0% | — |
Client AUM Segments | |||||
| Wealth AUM | $232M | +20.0% | +41.3% | — | |
| Institutional AUM | $3M | +27.3% | 41.0% | — | |
Client Count Segments | |||||
| HNW Clients | 163 | +10.1% | +11.0% | — | |
| Individuals | 53 | +29.3% | +34.3% | — | |