| Total AUM | $115.1M |
| Discretionary | $111.6M97% of AUM |
| Non-Discretionary | $3.5M |
| Client Accounts | 624 |
| Avg Account Size | $184K |
| Employees | 6 |
| Peak AUM | $115.1MMar 2026 |
| AUM CAGR | +3.0% /yrover 4 yrs · 9 filings |
Total AUM
$115M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $115M | +15.0% | +8.0% | +3.0% | |
| Discretionary AUM | $112M | ||||
| Total AUM | $115.1M |
| Discretionary | $111.6M |
| Employees | 6 |
| Client Accounts | 624 |
| Client Range | 11-25 |
Phone
901-421-6300
Filing History
9 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$112M
97.0% of AUM
Non-Discretionary
$3M
3.0% of AUM
Disc. mix ▲ 4.7pp vs 1 year ago
Custody
| +20.8% |
| +9.5% |
| +4.1% |
| Non-Disc. AUM | $3M | 54.9% | 18.4% | 16.5% |
| Total Accounts | 624 | 0.8% | +4.4% | +6.7% |
| Avg Account Size | $184,456.731 | +15.9% | +3.5% | 3.5% |
| Employees | 6 | 0.0% | +6.3% | 0.0% |
| AUM / Employee | $19M | +15.0% | +1.6% | +3.0% |
Client AUM Segments | |||||
| Wealth AUM | $72M | +8.9% | +4.2% | 7.3% | |
| Institutional AUM | $43M | +27.0% | +15.8% | +138.3% | |
Client Count Segments | |||||
| HNW Clients | 69 | 0.0% | 4.4% | 30.6% | |
| Institutional | 4 | 0.0% | 7.2% | +37.7% | |
| Individuals | 7 | 0.0% | +5.3% | +3.6% | |