| Total AUM | $161.0M |
| Discretionary | $161.0M100% of AUM |
| Client Accounts | 842 |
| Avg Account Size | $191K |
| Employees | 1 |
| Peak AUM | $161.0MMar 2026 |
| AUM CAGR | +4.7% /yrover 2 yrs · 8 filings |
Total AUM
$161M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $161M | +14.6% | +4.7% | — | |
| Discretionary AUM | $161M | ||||
| Total AUM | $161.0M |
| Discretionary | $161.0M |
| Employees | 1 |
| Client Accounts | 842 |
| Client Range | 11-25 |
Address
2328 MANATEE AVENUE WEST
BRADENTON FL 34205
Phone
941-756-4500
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$161M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +14.6% |
| +4.7% |
| — |
| Total Accounts | 842 | 4.8% | +26.7% | — |
| Avg Account Size | $191,268.409 | +20.3% | 17.3% | — |
| Employees | 1 | 0.0% | 53.1% | — |
| AUM / Employee | $161M | +14.6% | +123.2% | — |
Client AUM Segments | |||||
| Wealth AUM | $160M | +14.5% | +16.0% | — | |
| Institutional AUM | $1M | +20.2% | 79.4% | — | |
Client Count Segments | |||||
| HNW Clients | 413 | +6.2% | +20.4% | — | |
| Institutional | 2 | 0.0% | 75.9% | — | |
| Individuals | 60 | +9.1% | +4.9% | — | |