| Total AUM | $22.2M |
| Discretionary | $22.2M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $22.2M |
| Employees | 5 |
| Peak AUM | $297.2MFeb 2022 |
| AUM CAGR | -47.0% /yrover 4 yrs · 14 filings |
Total AUM
$22M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $22M | 11.3% | 49.7% | 47.0% | |
| Discretionary AUM | |||||
| Total AUM | $22.2M |
| Discretionary | $22.2M |
| Employees | 5 |
| Client Accounts | 1 |
| Client Range | 0 |
Address
1720 WINDWARD CONCOURSE
ALPHARETTA GA 30005
Phone
770-777-9373
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$22M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $22M |
| 11.3% |
| 49.7% |
| 47.0% |
| Total Accounts | 1 | 0.0% | 20.6% | 0.0% |
| Avg Account Size | $22M | 11.3% | 36.6% | 47.0% |
| Employees | 5 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $4M | 11.3% | 49.7% | 47.0% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $22M | 11.3% | — | 14.3% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |