| Total AUM | $576.0M |
| Discretionary | $576.0M100% of AUM |
| Client Accounts | 275 |
| Avg Account Size | $2.1M |
| Employees | 7 |
| Peak AUM | $576.0MMay 2026 |
| AUM CAGR | +11.4% /yrover 25 yrs · 69 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $576M | +32.4% | +32.0% | +16.7% | |
| Discretionary AUM | |||||
| Total AUM | $576.0M |
| Discretionary | $576.0M |
| Employees | 7 |
| Client Accounts | 275 |
| Client Range | 1-10 |
Address
5237 SUMMERLIN COMMONS BLVD
FORT MYERS FL 33907
Phone
800-618-8577
Filing History
69 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$576M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$576M
| $576M |
| +32.4% |
| +32.4% |
| +16.9% |
| Total Accounts | 275 | 64.8% | +1.8% | +1.5% |
| Avg Account Size | $2M | +275.9% | +29.7% | +15.0% |
| Employees | 7 | 0.0% | +5.8% | +2.9% |
| AUM / Employee | $82M | +32.4% | +24.8% | +13.4% |
Client AUM Segments | |||||
| Wealth AUM | $576M | +32.4% | +32.0% | +16.7% | |
Client Count Segments | |||||
| HNW Clients | 75 | 31.8% | 29.4% | 15.1% | |
| Individuals | 200 | +22.0% | +48.9% | +20.2% | |