| Total AUM | $387.6M |
| Discretionary | $387.6M100% of AUM |
| Client Accounts | 703 |
| Avg Account Size | $551K |
| Employees | 7 |
| Peak AUM | $387.6MMar 2026 |
Total AUM
$388M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $388M | +22.6% | +19.3% | — | |
| Discretionary AUM | $388M | ||||
| Total AUM | $387.6M |
| Discretionary | $387.6M |
| Employees | 7 |
| Client Accounts | 703 |
| Client Range | 11-25 |
Address
4400 OLD CANTON RD.
JACKSON MS 39211
Phone
601-952-8850
Filing History
15 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$388M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +22.6% |
| +19.3% |
| — |
| Total Accounts | 703 | +20.4% | +8.7% | — |
| Avg Account Size | $551,322.573 | +1.9% | +9.8% | — |
| Employees | 7 | +40.0% | +11.9% | +38.7% |
| AUM / Employee | $55M | 12.4% | +6.7% | — |
Client AUM Segments | |||||
| Wealth AUM | $357M | +23.4% | +18.6% | — | |
| Institutional AUM | $30M | +14.0% | +32.2% | — | |
Client Count Segments | |||||
| HNW Clients | 144 | +8.3% | +13.3% | — | |
| Institutional | 22 | +100.0% | +54.2% | — | |
| Individuals | 135 | 5.6% | +2.9% | — | |