| Total AUM | $277.3M |
| Discretionary | $277.3M100% of AUM |
| Client Accounts | 304 |
| Avg Account Size | $912K |
| Employees | 2 |
| Peak AUM | $277.3MMar 2026 |
| AUM CAGR | +7.3% /yrover 24 yrs · 32 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $277M | +21.8% | +13.8% | +10.3% | |
| Discretionary AUM | |||||
| Total AUM | $277.3M |
| Discretionary | $277.3M |
| Employees | 2 |
| Client Accounts | 304 |
Address
318 JAMES BOULEVARD
SIGNAL MOUNTAIN TN 37377
Phone
423-886-2625
Filing History
32 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$277M
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
$277M
| $277M |
| +21.8% |
| +13.8% |
| +10.3% |
| Total Accounts | 304 | +21.1% | +1.7% | +1.3% |
| Avg Account Size | $912,219.582 | +0.6% | +11.9% | +8.9% |
| Employees | 2 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $139M | +21.8% | +13.8% | +10.3% |
Client AUM Segments | |||||
| Wealth AUM | $253M | +24.2% | +15.0% | +11.4% | |
| Institutional AUM | $24M | +1.5% | +4.0% | +1.2% | |
Client Count Segments | |||||
| HNW Clients | 32 | +23.1% | +7.2% | 11.8% | |
| Institutional | 4 | 0.0% | — | — | |
| Individuals | 27 | 0.0% | 0.0% | 0.7% | |