| Total AUM | $403.7M |
| Discretionary | $393.9M98% of AUM |
| Non-Discretionary | $9.8M |
| Client Accounts | 997 |
| Avg Account Size | $405K |
| Employees | 8 |
| Peak AUM | $413.9MMar 2025 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $404M | 2.5% | +41.7% | +27.5% | |
| Discretionary AUM | |||||
| Total AUM | $403.7M |
| Discretionary | $393.9M |
| Employees | 8 |
| Client Accounts | 997 |
| Client Range | 0 |
Address
32 N. FRONT STREET
WILMINGTON NC 28401
Phone
910-679-4093
Filing History
34 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$394M
97.6% of AUM
Non-Discretionary
$10M
2.4% of AUM
Disc. mix ▼ 0.7pp vs 1 year ago
No related registrations reported
Total AUM
$404M
| $394M |
| 3.2% |
| +41.6% |
| +31.5% |
| Non-Disc. AUM | $10M | +38.6% | +43.1% | 13.1% |
| Total Accounts | 997 | +6.7% | +8.5% | +7.4% |
| Avg Account Size | $404,865.425 | 8.6% | +30.5% | +18.8% |
| Employees | 8 | +60.0% | +4.6% | +6.0% |
| AUM / Employee | $50M | 39.1% | +35.5% | +20.3% |
Client AUM Segments | |||||
| Wealth AUM | $396M | 2.7% | +42.3% | +27.2% | |
| Institutional AUM | $8M | +12.1% | +19.3% | +73.3% | |
Client Count Segments | |||||
| HNW Clients | 252 | 1.2% | +3.4% | 1.0% | |
| Institutional | 27 | +22.7% | +19.1% | +40.9% | |
| Individuals | 77 | +26.2% | +27.7% | +19.6% | |