| Total AUM | $3.68B |
| Discretionary | $3.68B100% of AUM |
| Client Accounts | 4,528 |
| Avg Account Size | $813K |
| Employees | 28 |
| Peak AUM | $3.68BFeb 2026 |
| AUM CAGR | +13.7% /yrover 25 yrs · 77 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.7B | +14.6% | +13.4% | +13.6% | |
| Discretionary AUM | |||||
| Total AUM | $3.68B |
| Discretionary | $3.68B |
| Employees | 28 |
| Client Accounts | 4528 |
| Client Range | More than 500 |
Address
3940 MONTCLAIR RD
BIRMINGHAM AL 35213
Phone
205-879-5001
Filing History
77 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$3.7B
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
$3.7B
| $3.7B |
| +14.6% |
| +13.4% |
| +13.6% |
| Total Accounts | 5k | +8.2% | +8.8% | +7.7% |
| Avg Account Size | $813,262.449 | +6.0% | +4.3% | +5.4% |
| Employees | 28 | +12.0% | +3.8% | +8.9% |
| AUM / Employee | $132M | +2.4% | +9.2% | +4.2% |
Client AUM Segments | |||||
| Wealth AUM | $3.6B | +14.7% | +13.9% | +13.9% | |
| Institutional AUM | $38M | +12.2% | 12.9% | 4.7% | |
Client Count Segments | |||||
| HNW Clients | 726 | 2.2% | +1.9% | +2.3% | |
| Institutional | 34 | +17.2% | +13.9% | +39.9% | |
| Individuals | 690 | +16.0% | +9.1% | +8.6% | |