| Total AUM | $237.7M |
| Discretionary | $237.7M100% of AUM |
| Client Accounts | 1,086 |
| Avg Account Size | $219K |
| Employees | 8 |
| Peak AUM | $237.7MMar 2026 |
| AUM CAGR | +16.1% /yrover 4 yrs · 12 filings |
Total AUM
$238M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $238M | +26.6% | +24.6% | +16.1% | |
| Discretionary AUM | |||||
| Total AUM | $237.7M |
| Discretionary | $237.7M |
| Employees | 8 |
| Client Accounts | 1086 |
| Client Range | 1-10 |
Address
7629 PURFOY ROAD
FUQUAY-VARINA NC 27526
Phone
919-552-4286
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$238M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $238M |
| +26.6% |
| +24.6% |
| +16.1% |
| Total Accounts | 1k | +16.4% | +12.7% | +27.5% |
| Avg Account Size | $218,912.657 | +8.8% | +10.6% | 8.9% |
| Employees | 8 | +60.0% | +9.8% | +7.8% |
| AUM / Employee | $30M | 20.9% | +13.5% | +7.7% |
Client AUM Segments | |||||
| Wealth AUM | $238M | +26.6% | +24.6% | +16.1% | |
Client Count Segments | |||||
| HNW Clients | 392 | +13.3% | +7.2% | +10.4% | |
| Individuals | 111 | +35.4% | +29.5% | +22.5% | |