| Total AUM | $815.2M |
| Discretionary | $815.2M100% of AUM |
| Client Accounts | 5 |
| Avg Account Size | $163.0M |
| Employees | 23 |
| Peak AUM | $1.00BMar 2023 |
| AUM CAGR | +17.4% /yrover 6 yrs · 13 filings |
Total AUM
$815M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $815M | 11.9% | 6.7% | +20.2% | |
| Discretionary AUM | |||||
| Total AUM | $815.2M |
| Discretionary | $815.2M |
| Employees | 23 |
| Client Accounts | 5 |
Address
310 3RD STREET
NEPTUNE BEACH FL 32266
Phone
904-222-6540
Filing History
13 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$815M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| $815M |
| 11.9% |
| 6.7% |
| +20.2% |
| Total Accounts | 5 | 0.0% | 0.0% | +10.8% |
| Avg Account Size | $163M | 11.9% | 6.7% | +8.6% |
| Employees | 23 | +9.5% | +15.3% | +15.9% |
| AUM / Employee | $35M | 19.5% | 19.1% | +3.7% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $815M | 11.9% | 6.7% | +20.2% | |
Client Count Segments | |||||
| Pooled / Fund | 5 | 0.0% | 0.0% | +10.8% | |