| Total AUM | $748.2M |
| Discretionary | $734.4M98% of AUM |
| Non-Discretionary | $13.8M |
| Client Accounts | 329 |
| Avg Account Size | $2.3M |
| Employees | 7 |
| Peak AUM | $748.2MFeb 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $748M | +5.1% | +5.2% | +7.7% | |
| Discretionary AUM | $734M | ||||
| Total AUM | $748.2M |
| Discretionary | $734.4M |
| Employees | 7 |
| Client Accounts | 329 |
| Client Range | 11-25 |
Address
1927 1ST AVENUE NORTH
BIRMINGHAM AL 35203-4103
Phone
205-252-3681
Filing History
57 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$734M
98.2% of AUM
Non-Discretionary
$14M
1.8% of AUM
Disc. mix ▼ 0.7pp vs 1 year ago
| +16.7% /yrover 25 yrs · 57 filings |
Total AUM
$748M
| +4.3% |
| +4.6% |
| +10.7% |
| Non-Disc. AUM | $14M | +70.8% | +80.8% | 28.6% |
| Total Accounts | 329 | +2.5% | +4.8% | +1.8% |
| Avg Account Size | $2M | +2.5% | +0.4% | +5.8% |
| Employees | 7 | 0.0% | 7.8% | 6.9% |
| AUM / Employee | $107M | +5.1% | +14.1% | +15.6% |
Client AUM Segments | |||||
| Wealth AUM | $506M | +14.4% | +13.8% | +7.8% | |
| Institutional AUM | $242M | 10.2% | 6.8% | +7.5% | |
Client Count Segments | |||||
| HNW Clients | 10 | 23.1% | 10.3% | 12.9% | |
| Institutional | 24 | 7.7% | 0.0% | 0.0% | |
| Individuals | 80 | 0.0% | +0.4% | +4.9% | |