| Total AUM | $399.9M |
| Discretionary | $399.9M100% of AUM |
| Client Accounts | 398 |
| Avg Account Size | $1.0M |
| Employees | 2 |
| Peak AUM | $399.9MMar 2026 |
| AUM CAGR | +27.3% /yrover 6 yrs · 16 filings |
Total AUM
$400M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $400M | +21.7% | +28.8% | +25.0% | |
| Discretionary AUM | |||||
| Total AUM | $399.9M |
| Discretionary | $399.9M |
| Employees | 2 |
| Client Accounts | 398 |
| Client Range | 1-10 |
Phone
(919) 251-9270
Filing History
16 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$400M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| $400M |
| +21.7% |
| +28.8% |
| +25.0% |
| Total Accounts | 398 | +7.6% | +13.4% | +32.7% |
| Avg Account Size | $1M | +13.2% | +13.5% | 5.8% |
| Employees | 2 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $200M | +21.7% | +28.8% | +25.0% |
Client AUM Segments | |||||
| Wealth AUM | $362M | +21.8% | +27.7% | +23.7% | |
| Institutional AUM | $31M | +20.9% | +48.1% | +54.7% | |
| Other AUM | $7M | +22.0% | +22.4% | +19.8% | |
Client Count Segments | |||||
| HNW Clients | 90 | +2.3% | +7.0% | +13.6% | |
| Institutional | 8 | 0.0% | 3.7% | +2.8% | |
| Individuals | 49 | 2.0% | 0.0% | +4.8% | |