| Total AUM | $413.1M |
| Discretionary | $373.4M90% of AUM |
| Non-Discretionary | $39.7M |
| Client Accounts | 1,354 |
| Avg Account Size | $305K |
| Employees | 11 |
| Peak AUM | $413.1MFeb 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $413M | +35.2% | +39.3% | +30.7% | |
| Discretionary AUM | |||||
| Total AUM | $413.1M |
| Discretionary | $373.4M |
| Employees | 11 |
| Client Accounts | 1354 |
| Client Range | 251-500 |
Address
4300 WEST CYPRESS STREET
TAMPA FL 33607
Phone
(813) 877-8000
Filing History
21 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$373M
90.4% of AUM
Non-Discretionary
$40M
9.6% of AUM
Disc. mix ▲ 11.0pp vs 1 year ago
No related registrations reported
Total AUM
$413M
| $373M |
| +53.9% |
| +40.0% |
| +29.6% |
| Non-Disc. AUM | $40M | 36.9% | +33.6% | +46.4% |
| Total Accounts | 1k | +12.8% | +18.7% | +27.1% |
| Avg Account Size | $305,126.51 | +19.8% | +17.4% | +2.9% |
| Employees | 11 | 8.3% | 0.0% | +1.9% |
| AUM / Employee | $38M | +47.5% | +39.3% | +28.3% |
Client AUM Segments | |||||
| Wealth AUM | $405M | +36.3% | +40.8% | +31.7% | |
| Institutional AUM | $8M | 3.5% | +2.0% | +7.5% | |
Client Count Segments | |||||
| HNW Clients | 312 | +9.5% | +13.3% | +13.4% | |
| Institutional | 5 | — | 10.9% | — | |
| Individuals | 170 | +20.6% | +17.6% | +31.7% | |