| Total AUM | $452.6M |
| Discretionary | $427.7M95% of AUM |
| Non-Discretionary | $24.9M |
| Client Accounts | 1,124 |
| Avg Account Size | $403K |
| Employees | 6 |
| Peak AUM | $14.38BFeb 2014 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $453M | +17.7% | +19.4% | +13.2% | |
| Discretionary AUM | |||||
| Total AUM | $452.6M |
| Discretionary | $427.7M |
| Employees | 6 |
| Client Accounts | 1124 |
| Client Range | 51-100 |
Address
1430 COMMONWEALTH DRIVE, SUITE 200
WILMINGTON NC 28403
Phone
910-509-3800
Filing History
46 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$428M
94.5% of AUM
Non-Discretionary
$25M
5.5% of AUM
Disc. mix ▲ 0.4pp vs 1 year ago
Custody
Total AUM
$453M
| $428M |
| +18.2% |
| +18.9% |
| +13.7% |
| Non-Disc. AUM | $25M | +10.1% | +29.3% | +5.9% |
| Total Accounts | 1k | +5.8% | +8.3% | +8.4% |
| Avg Account Size | $402,632.997 | +11.2% | +10.3% | +4.4% |
| Employees | 6 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $75M | +17.7% | +19.4% | +13.2% |
Client AUM Segments | |||||
| Wealth AUM | $450M | +17.6% | +19.9% | +13.6% | |
| Institutional AUM | $2M | +38.2% | 22.2% | 15.1% | |
Client Count Segments | |||||
| HNW Clients | 360 | 6.7% | +1.7% | +4.2% | |
| Institutional | 13 | 0.0% | +17.6% | +13.2% | |
| Individuals | 111 | +7.8% | +8.5% | +9.3% | |