| Total AUM | $1.77B |
| Discretionary | $1.12B63% of AUM |
| Non-Discretionary | $653.7M |
| Client Accounts | 7,111 |
| Avg Account Size | $249K |
| Employees | 14 |
| Peak AUM | $1.77BApr 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.8B | +8.4% | +14.5% | +11.9% | |
| Discretionary AUM | |||||
| Total AUM | $1.77B |
| Discretionary | $1.12B |
| Employees | 14 |
| Client Accounts | 7111 |
| Client Range | 51-100 |
Address
516 NORTH TRYON STREET
CHARLOTTE NC 28202
Phone
(704) 554-8150
Filing History
38 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.1B
63.1% of AUM
Non-Discretionary
$654M
36.9% of AUM
Disc. mix ▲ 8.9pp vs 1 year ago
Total AUM
$1.8B
| $1.1B |
| +26.2% |
| +37.2% |
| — |
| Non-Disc. AUM | $654M | 12.6% | 3.7% | 7.8% |
| Total Accounts | 7k | +1.9% | +4.8% | +8.1% |
| Avg Account Size | $249,114.803 | +6.4% | +9.2% | +3.5% |
| Employees | 14 | +27.3% | +7.7% | +14.4% |
| AUM / Employee | $127M | 14.8% | +6.4% | 2.2% |
Client AUM Segments | |||||
| Wealth AUM | $1.6B | +9.6% | +14.3% | +12.4% | |
| Institutional AUM | $159M | 2.3% | +16.8% | +7.5% | |
Client Count Segments | |||||
| HNW Clients | 836 | +258.8% | +59.3% | +40.4% | |
| Institutional | 98 | 21.0% | 4.3% | +5.6% | |
| Individuals | 432 | 65.0% | 8.7% | 1.5% | |