| Total AUM | $234.0M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $234.0M |
| Client Accounts | 755 |
| Avg Account Size | $310K |
| Employees | 8 |
| Peak AUM | $234.0MFeb 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $234M | +21.9% | +16.7% | +12.3% | |
| Non-Disc. AUM | $234M | ||||
| Total AUM | $234.0M |
| Discretionary | $0 |
| Employees | 8 |
| Client Accounts | 755 |
| Client Range | 251-500 |
Address
5400 LAUREL SPRINGS PARKWAY
SUWANEE GA 30024
Phone
770-919-2075
Filing History
21 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$234M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +10.2% /yrover 8 yrs · 21 filings |
Total AUM
$234M
| +21.9% |
| +16.7% |
| +12.3% |
| Total Accounts | 755 | +33.6% | +6.0% | +8.7% |
| Avg Account Size | $309,933.775 | 8.8% | +10.1% | +3.2% |
| Employees | 8 | +100.0% | +40.0% | +2.8% |
| AUM / Employee | $29M | 39.1% | 16.6% | +9.3% |
Client AUM Segments | |||||
| Wealth AUM | $234M | +21.9% | +16.7% | +12.3% | |
Client Count Segments | |||||
| HNW Clients | 190 | +3.8% | 0.5% | +4.9% | |
| Individuals | 75 | +33.9% | +27.4% | +16.1% | |