| Total AUM | $424.5M |
| Discretionary | $424.5M100% of AUM |
| Client Accounts | 1,948 |
| Avg Account Size | $218K |
| Employees | 6 |
| Peak AUM | $424.5MMar 2026 |
| AUM CAGR | +9.9% /yrover 23 yrs · 34 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $425M | +16.1% | +18.4% | +10.8% | |
| Discretionary AUM | |||||
| Total AUM | $424.5M |
| Discretionary | $424.5M |
| Employees | 6 |
| Client Accounts | 1948 |
| Client Range | 1-10 |
Address
205 E. MAIN STREET
CLINTON MS 39056
Phone
601-925-8099
Filing History
34 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$425M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$425M
| $425M |
| +16.1% |
| +18.4% |
| +10.8% |
| Total Accounts | 2k | +5.5% | +6.4% | +6.7% |
| Avg Account Size | $217,915.811 | +10.1% | +11.2% | +3.9% |
| Employees | 6 | 0.0% | +14.5% | +8.4% |
| AUM / Employee | $71M | +16.1% | +3.4% | +2.2% |
Client AUM Segments | |||||
| Wealth AUM | $410M | +16.1% | +18.6% | +10.7% | |
| Institutional AUM | $15M | +17.1% | +13.5% | +13.8% | |
Client Count Segments | |||||
| HNW Clients | 598 | +5.8% | +6.4% | +5.6% | |
| Institutional | 25 | +4.2% | +11.6% | +22.7% | |
| Individuals | 113 | +8.7% | +9.1% | +9.7% | |