| Total AUM | $128.3M |
| Discretionary | $128.3M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $64.1M |
| Employees | 4 |
| Peak AUM | $179.9MMar 2023 |
| AUM CAGR | +31.5% /yrover 10 yrs · 29 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $128M | 10.6% | 10.7% | +2.9% | |
| Discretionary AUM | |||||
| Total AUM | $128.3M |
| Discretionary | $128.3M |
| Employees | 4 |
| Client Accounts | 2 |
Address
333 S GARLAND AVE
ORLANDO FL 32801
Phone
(407) 876-1702
Filing History
29 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$128M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$128M
| $128M |
| 10.6% |
| 10.7% |
| +2.9% |
| Total Accounts | 2 | 0.0% | 0.0% | 7.8% |
| Avg Account Size | $64M | 10.6% | 10.7% | +11.6% |
| Employees | 4 | 20.0% | 7.2% | +5.9% |
| AUM / Employee | $32M | +11.8% | 3.8% | 2.8% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $128M | 10.6% | 10.7% | +2.9% | |
Client Count Segments | |||||
| Pooled / Fund | 2 | 0.0% | 0.0% | 7.8% | |