| Total AUM | $1.37B |
| Discretionary | $1.37B100% of AUM |
| Client Accounts | 1,070 |
| Avg Account Size | $1.3M |
| Employees | 15 |
| Peak AUM | $1.37BMar 2026 |
| AUM CAGR | +5.2% /yrover 25 yrs · 34 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.4B | +9.7% | +12.2% | +6.5% | |
| Discretionary AUM | |||||
| Total AUM | $1.37B |
| Discretionary | $1.37B |
| Employees | 15 |
| Client Accounts | 1070 |
| Client Range | 11-25 |
Address
120 CLUB OAKS COURT
WINSTON SALEM NC 27104-4680
Phone
336-765-2020
Filing History
34 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.4B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$1.4B
| $1.4B |
| +9.7% |
| +12.2% |
| +6.5% |
| Total Accounts | 1k | +3.0% | +5.9% | +5.0% |
| Avg Account Size | $1M | +6.5% | +6.0% | +1.4% |
| Employees | 15 | 11.8% | +2.3% | +2.9% |
| AUM / Employee | $91M | +24.3% | +9.7% | +3.4% |
Client AUM Segments | |||||
| Wealth AUM | $1.2B | +10.1% | +11.7% | +5.5% | |
| Institutional AUM | $110M | +5.3% | +19.2% | +23.1% | |
| Other AUM | $11M | +10.5% | +19.4% | +6.7% | |
Client Count Segments | |||||
| HNW Clients | 208 | 1.9% | +1.3% | +2.3% | |
| Institutional | 25 | +8.7% | +16.0% | +17.8% | |
| Individuals | 174 | +8.1% | +16.2% | +9.4% | |