| Total AUM | $167.2M |
| Discretionary | $165.8M99% of AUM |
| Non-Discretionary | $1.5M |
| Client Accounts | 654 |
| Avg Account Size | $256K |
| Employees | 3 |
| Peak AUM | $167.2MMar 2026 |
| AUM CAGR | +7.0% /yrover 5 yrs · 8 filings |
Total AUM
$167M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $167M | +8.3% | +12.3% | +7.0% | |
| Discretionary AUM | $166M | ||||
| Total AUM | $167.2M |
| Discretionary | $165.8M |
| Employees | 3 |
| Client Accounts | 654 |
| Client Range | 51-100 |
Address
534 BLACKBURN DRIVE
MARTINEZ GA 30907
Phone
706-854-8040
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$166M
99.1% of AUM
Non-Discretionary
$1M
0.9% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| +8.3% |
| +12.3% |
| +7.0% |
| Non-Disc. AUM | $1M | +6.0% | +11.4% | +1.0% |
| Total Accounts | 654 | +0.2% | +2.6% | +3.4% |
| Avg Account Size | $255,697.98 | +8.1% | +9.4% | +3.5% |
| Employees | 3 | 25.0% | 9.1% | 5.9% |
| AUM / Employee | $56M | +44.4% | +23.6% | +13.7% |
Client AUM Segments | |||||
| Wealth AUM | $167M | +8.3% | +12.3% | +7.0% | |
Client Count Segments | |||||
| HNW Clients | 113 | 1.7% | 2.5% | +5.4% | |
| Individuals | 61 | +7.0% | +18.1% | +1.8% | |