| Total AUM | $255.5M |
| Discretionary | $255.5M100% of AUM |
| Client Accounts | 1,816 |
| Avg Account Size | $141K |
| Employees | 22 |
| Peak AUM | $255.5MMar 2025 |
Total AUM
$256M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $256M | +12.3% | +3.7% | +6.5% | |
| Discretionary AUM | |||||
| Total AUM | $255.5M |
| Discretionary | $255.5M |
| Employees | 22 |
| Client Accounts | 1816 |
Address
10 GLENLAKE PARKWAY
ATLANTA GA 30328
Phone
678-608-0420
Filing History
65 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$256M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $256M |
| +12.3% |
| +3.7% |
| +6.5% |
| Total Accounts | 2k | +0.8% | +3.4% | +4.0% |
| Avg Account Size | $140,709.959 | +11.5% | +0.2% | +2.4% |
| Employees | 22 | 8.3% | 1.5% | 2.5% |
| AUM / Employee | $12M | +22.5% | +5.2% | +9.2% |
Client AUM Segments | |||||
| Wealth AUM | $251M | +12.3% | +4.8% | +7.3% | |
| Institutional AUM | $5M | +13.2% | 24.3% | 13.5% | |
Client Count Segments | |||||
| HNW Clients | 716 | 1.9% | +0.8% | +0.2% | |
| Institutional | 17 | +6.3% | 3.6% | — | |
| Individuals | 42 | +50.0% | +17.3% | +16.9% | |