| Total AUM | $5.10B |
| Discretionary | $3.94B77% of AUM |
| Non-Discretionary | $1.16B |
| Client Accounts | 12,260 |
| Avg Account Size | $416K |
| Employees | 52 |
| Peak AUM | $5.10BJan 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $5.1B | +7.4% | +7.9% | — | |
| Discretionary AUM | $3.9B | ||||
| Total AUM | $5.10B |
| Discretionary | $3.94B |
| Employees | 52 |
| Client Accounts | 12260 |
| Client Range | 251-500 |
Address
5801 PELICAN BAY BLVD, SUITE 110
NAPLES FL 34108
Phone
239-920-4440
Filing History
30 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$3.9B
77.3% of AUM
Non-Discretionary
$1.2B
22.7% of AUM
Disc. mix ▼ 1.5pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$5.1B
| +5.4% |
| +7.0% |
| — |
| Non-Disc. AUM | $1.2B | +14.8% | +11.3% | — |
| Total Accounts | 12k | +0.2% | +3.1% | — |
| Avg Account Size | $415,646.221 | +7.2% | +4.7% | — |
| Employees | 52 | +6.1% | +12.0% | +19.2% |
| AUM / Employee | $98M | +1.2% | 3.6% | — |
Client AUM Segments | |||||
| Wealth AUM | $4.8B | +8.4% | +8.3% | — | |
| Institutional AUM | $285M | 6.6% | +2.0% | — | |
Client Count Segments | |||||
| HNW Clients | 625 | 39.7% | +1.4% | — | |
| Institutional | 88 | 8.3% | +1.2% | — | |
| Individuals | 981 | +1.0% | 11.2% | — | |