| Total AUM | $482.3M |
| Discretionary | $478.9M99% of AUM |
| Non-Discretionary | $3.4M |
| Client Accounts | 569 |
| Avg Account Size | $848K |
| Employees | 6 |
| Peak AUM | $482.3MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $482M | +11.7% | +16.4% | +8.8% | |
| Discretionary AUM | |||||
| Total AUM | $482.3M |
| Discretionary | $478.9M |
| Employees | 6 |
| Client Accounts | 569 |
| Client Range | 0 |
Address
100 E. SIX FORKS ROAD
RALEIGH NC 27609
Phone
919-863-2355
Filing History
31 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$479M
99.3% of AUM
Non-Discretionary
$3M
0.7% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
| +14.6% /yrover 20 yrs · 31 filings |
Total AUM
$482M
| $479M |
| +11.6% |
| +16.7% |
| +11.1% |
| Non-Disc. AUM | $3M | +34.4% | 9.5% | 36.6% |
| Total Accounts | 569 | +2.5% | +3.6% | +3.3% |
| Avg Account Size | $847,591.364 | +9.0% | +12.3% | +5.3% |
| Employees | 6 | 0.0% | 0.0% | +8.4% |
| AUM / Employee | $80M | +11.7% | +16.4% | +0.3% |
Client AUM Segments | |||||
| Wealth AUM | $448M | +10.1% | +16.2% | +9.5% | |
| Institutional AUM | $35M | +37.6% | +19.1% | +1.6% | |
Client Count Segments | |||||
| HNW Clients | 120 | 13.7% | 1.4% | 0.2% | |
| Individuals | 96 | +15.7% | +3.3% | +9.1% | |