| Total AUM | $295.2M |
| Discretionary | $295.1M100% of AUM |
| Non-Discretionary | $39K |
| Client Accounts | 1,628 |
| Avg Account Size | $181K |
| Employees | 9 |
| Peak AUM | $295.2MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $295M | +18.7% | +14.1% | +7.8% | |
| Discretionary AUM | |||||
| Total AUM | $295.2M |
| Discretionary | $295.1M |
| Employees | 9 |
| Client Accounts | 1628 |
| Client Range | 11-25 |
Address
801 SUNSET DRIVE
JOHNSON CITY TN 37604
Phone
423-282-0514
Filing History
20 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$295M
100.0% of AUM
Non-Discretionary
$39,209
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| +10.6% /yrover 8 yrs · 20 filings |
Total AUM
$295M
| $295M |
| +18.7% |
| +14.1% |
| +7.8% |
| Non-Disc. AUM | $39,209 | +13.4% | — | — |
| Total Accounts | 2k | 4.8% | 0.5% | +0.4% |
| Avg Account Size | $181,313.292 | +24.6% | +14.7% | +7.3% |
| Employees | 9 | 10.0% | 0.0% | +12.5% |
| AUM / Employee | $33M | +31.8% | +14.1% | 4.2% |
Client AUM Segments | |||||
| Wealth AUM | $272M | +9.2% | +10.9% | +6.0% | |
| Institutional AUM | $24M | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 692 | 21.2% | 8.4% | 3.1% | |
| Institutional | 10 | — | — | — | — |
| Individuals | 225 | +75.8% | +36.7% | +20.1% | |