| Total AUM | $140.2M |
| Discretionary | $140.2M100% of AUM |
| Client Accounts | 305 |
| Avg Account Size | $460K |
| Employees | 3 |
| Peak AUM | $140.2MMar 2026 |
| AUM CAGR | +11.0% /yrover 3 yrs · 7 filings |
Total AUM
$140M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $140M | +7.0% | +11.0% | — | |
| Discretionary AUM | $140M | ||||
| Total AUM | $140.2M |
| Discretionary | $140.2M |
| Employees | 3 |
| Client Accounts | 305 |
| Client Range | 1-10 |
Phone
(901) 338-3400
Filing History
7 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$140M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| +7.0% |
| +11.0% |
| — |
| Total Accounts | 305 | +4.8% | +3.2% | — |
| Avg Account Size | $459,828.764 | +2.1% | +7.6% | — |
| Employees | 3 | 0.0% | 0.0% | — |
| AUM / Employee | $47M | +7.0% | +11.0% | — |
Client AUM Segments | |||||
| Wealth AUM | $140M | +7.0% | +11.0% | — | |
| Institutional AUM | $43,591 | +53.0% | — | — | — |
Client Count Segments | |||||
| HNW Clients | 102 | +3.0% | 3.5% | — | |
| Individuals | 40 | +8.1% | +18.0% | — | |