| Total AUM | $69.23B |
| Discretionary | $69.15B100% of AUM |
| Non-Discretionary | $85.3M |
| Client Accounts | 3,508 |
| Avg Account Size | $19.7M |
| Employees | 186 |
| Peak AUM | $75.31BMar 2022 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $69.2B | +4.6% | +3.3% | 0.3% | |
| Discretionary AUM | $69.1B | ||||
| Total AUM | $69.23B |
| Discretionary | $69.15B |
| Employees | 186 |
| Client Accounts | 3508 |
| Client Range | 1-10 |
Address
4350 CONGRESS STREET
CHARLOTTE NC 28209
Phone
704-927-4175
Filing History
87 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$69.1B
99.9% of AUM
Non-Discretionary
$85M
0.1% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Custody
| +10.7% /yrover 21 yrs · 87 filings |
Total AUM
$69.2B
| +4.7% |
| +3.3% |
| 0.1% |
| Non-Disc. AUM | $85M | 37.4% | 9.5% | 32.2% |
| Total Accounts | 4k | 0.8% | +1.1% | 3.2% |
| Avg Account Size | $20M | +5.5% | +2.1% | +3.1% |
| Employees | 186 | +2.2% | +1.1% | +1.2% |
| AUM / Employee | $372M | +2.4% | +2.2% | 1.5% |
Client AUM Segments | |||||
| Wealth AUM | $2.8B | +11.5% | +4.0% | 6.6% | |
| Institutional AUM | $55.3B | +6.1% | +5.8% | +1.3% | |
| Fund / Pooled AUM | $4.9B | 10.7% | 9.0% | 5.9% | |
| Other AUM | $141M | +36.7% | +20.3% | +36.5% | |
Client Count Segments | |||||
| HNW Clients | 2k | 1.5% | +6.2% | +0.5% | |
| Institutional | 682 | 1.7% | 3.0% | +0.2% | |
| Pooled / Fund | 26 | +4.0% | 0.0% | 1.5% | |
| Individuals | 1k | +1.1% | 3.2% | 9.7% | |