| Total AUM | $495.4M |
| Discretionary | $495.4M100% of AUM |
| Client Accounts | 2,240 |
| Avg Account Size | $221K |
| Employees | 18 |
| Peak AUM | $495.4MMar 2026 |
| AUM CAGR | +18.4% /yrover 9 yrs · 29 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $495M | +25.3% | +19.4% | +11.7% | |
| Discretionary AUM | |||||
| Total AUM | $495.4M |
| Discretionary | $495.4M |
| Employees | 18 |
| Client Accounts | 2240 |
| Client Range | 251-500 |
Address
1447 TRADE MART BLVD
WINSTON-SALEM NC 27127
Phone
336-856-0080
Filing History
29 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$495M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$495M
| $495M |
| +25.3% |
| +19.4% |
| +11.7% |
| Total Accounts | 2k | +11.6% | +5.1% | +2.8% |
| Avg Account Size | $221,143.235 | +12.3% | +13.6% | +8.6% |
| Employees | 18 | 0.0% | 1.8% | 0.0% |
| AUM / Employee | $28M | +25.3% | +21.6% | +11.7% |
Client AUM Segments | |||||
| Wealth AUM | $495M | +25.3% | +19.4% | +11.7% | |
Client Count Segments | |||||
| HNW Clients | 749 | +9.2% | +2.8% | +10.2% | |
| Individuals | 77 | 16.3% | +2.7% | +0.8% | |