| Total AUM | $63.0M |
| Discretionary | $63.0M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $63.0M |
| Employees | 1 |
| Peak AUM | $149.8MMar 2022 |
| AUM CAGR | -1.6% /yrover 13 yrs · 15 filings |
Total AUM
$63M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $63M | 34.4% | 13.9% | 12.0% | |
| Discretionary AUM | $63M | ||||
| Total AUM | $63.0M |
| Discretionary | $63.0M |
| Employees | 1 |
| Client Accounts | 1 |
| Client Range | 0 |
Address
1250 REVOLUTION MILL DRIVE
GREENSBORO NC 27405
Phone
336-897-1615
Filing History
15 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$63M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| 34.4% |
| 13.9% |
| 12.0% |
| Total Accounts | 1 | 50.0% | 20.6% | 12.9% |
| Avg Account Size | $63M | +31.2% | +8.5% | +1.1% |
| Employees | 1 | 50.0% | 20.6% | 12.9% |
| AUM / Employee | $63M | +31.2% | +8.5% | +1.1% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $63M | 34.4% | 13.9% | 12.0% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 50.0% | 20.6% | 12.9% | |