| Total AUM | $126.5M |
| Discretionary | $126.5M100% of AUM |
| Client Accounts | 637 |
| Avg Account Size | $199K |
| Employees | 5 |
| Peak AUM | $126.5MFeb 2026 |
| AUM CAGR | +17.1% /yrover 1 yrs · 6 filings |
Total AUM
$127M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $127M | +12.6% | — | — | |
| Discretionary AUM | $127M | ||||
| Total AUM | $126.5M |
| Discretionary | $126.5M |
| Employees | 5 |
| Client Accounts | 637 |
| Client Range | 0 |
Address
2118 LINCOLN STREET
COLUMBIA SC 29201
Phone
803-699-9400
Filing History
6 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$127M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| — |
| — |
| Total Accounts | 637 | +175.8% | — | — |
| Avg Account Size | $198,606.113 | 59.2% | — | — |
| Employees | 5 | +66.7% | — | — |
| AUM / Employee | $25M | 32.5% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $124M | +12.4% | — | — | |
| Institutional AUM | $2M | +22.7% | — | — | |
Client Count Segments | |||||
| HNW Clients | 217 | +3.8% | — | — | |
| Institutional | 2 | +100.0% | — | — | |
| Individuals | 30 | +42.9% | — | — | |