| Total AUM | $439.6M |
| Discretionary | $439.6M100% of AUM |
| Client Accounts | 165 |
| Avg Account Size | $2.7M |
| Employees | 2 |
| Peak AUM | $541.9MMar 2020 |
| AUM CAGR | +9.2% /yrover 21 yrs · 40 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $440M | 6.5% | 2.9% | 3.9% | |
| Discretionary AUM | $440M | ||||
| Total AUM | $439.6M |
| Discretionary | $439.6M |
| Employees | 2 |
| Client Accounts | 165 |
Phone
770-395-3366
Filing History
40 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$440M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$440M
| 6.5% |
| 2.9% |
| 3.9% |
| Total Accounts | 165 | 26.0% | 12.5% | 8.6% |
| Avg Account Size | $3M | +26.3% | +10.9% | +5.2% |
| Employees | 2 | 33.3% | 13.3% | 7.5% |
| AUM / Employee | $220M | +40.2% | +12.0% | +4.0% |
Client AUM Segments | |||||
| Wealth AUM | $423M | 6.9% | 3.0% | 3.7% | |
| Institutional AUM | $17M | +5.6% | 0.6% | 7.4% | |
Client Count Segments | |||||
| HNW Clients | 26 | 10.3% | 11.7% | 3.9% | |
| Institutional | 8 | +14.3% | 13.3% | +2.6% | |
| Individuals | 90 | 31.3% | 10.7% | 9.4% | |