| Total AUM | $156.8M |
| Discretionary | $156.7M100% of AUM |
| Non-Discretionary | $113K |
| Client Accounts | 366 |
| Avg Account Size | $428K |
| Employees | 5 |
| Peak AUM | $156.8MMar 2026 |
| AUM CAGR | +39.7% /yrover 1 yrs · 4 filings |
Total AUM
$157M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $157M | +24.9% | — | — | — |
| Discretionary AUM | $157M | +24.9% | |||
| Total AUM | $156.8M |
| Discretionary | $156.7M |
| Employees | 5 |
| Client Accounts | 366 |
| Client Range | 1-10 |
Address
9040 TOWN CENTER PARKWAY
BRADENTON FL 34202
Phone
941-914-9422
Filing History
4 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$157M
99.9% of AUM
Non-Discretionary
$113,054
0.1% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Custody
| — |
| — |
— |
| Non-Disc. AUM | $113,054 | +42.9% | — | — | — |
| Total Accounts | 366 | +6.1% | — | — | — |
| Avg Account Size | $428,483.582 | +17.7% | — | — | — |
| Employees | 5 | 0.0% | — | — | — |
| AUM / Employee | $31M | +24.9% | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $127M | +19.4% | — | — | — |
| Institutional AUM | $30M | +55.2% | — | — | — |
Client Count Segments | |||||
| HNW Clients | 117 | +4.5% | — | — | — |
| Institutional | 27 | +17.4% | — | — | — |
| Individuals | 45 | +9.8% | — | — | — |