| Total AUM | $8.26B |
| Discretionary | $6.60B80% of AUM |
| Non-Discretionary | $1.66B |
| Client Accounts | 2,233 |
| Avg Account Size | $3.7M |
| Employees | 26 |
| Peak AUM | $8.26BFeb 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $8.3B | +15.4% | +14.7% | +42.1% | |
| Discretionary AUM | |||||
| Total AUM | $8.26B |
| Discretionary | $6.60B |
| Employees | 26 |
| Client Accounts | 2233 |
| Client Range | 0 |
Address
TWO MIDTOWN PLAZA
ATLANTA GA 30309-2929
Phone
404-815-5050
Filing History
63 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$6.6B
79.9% of AUM
Non-Discretionary
$1.7B
20.1% of AUM
Disc. mix ▼ 1.5pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$8.3B
| $6.6B |
| +13.2% |
| +10.6% |
| +44.9% |
| Non-Disc. AUM | $1.7B | +24.7% | +40.8% | +33.6% |
| Total Accounts | 2k | +0.8% | +3.2% | +4.5% |
| Avg Account Size | $4M | +14.4% | +11.2% | +36.0% |
| Employees | 26 | +13.0% | +9.1% | +10.0% |
| AUM / Employee | $318M | +2.1% | +5.1% | +29.2% |
Client AUM Segments | |||||
| Wealth AUM | $7.8B | +15.2% | +14.4% | +41.3% | |
| Institutional AUM | $414M | +11.9% | +19.2% | +64.5% | |
| Fund / Pooled AUM | $25M | — | — | — | |
Client Count Segments | |||||
| HNW Clients | 114 | 8.8% | +0.6% | +2.6% | |
| Institutional | 9 | 0.0% | 0.0% | +2.3% | |
| Pooled / Fund | 1 | — | — | — | |
| Individuals | 285 | +9.6% | +4.9% | +6.3% | |