Adviser Profile

As of Date 01/12/2026
Registration SEC, Approved, 03/08/2019
Other registrations (4)
ADV Location JACKSON, MS, United States
Contact Info 601 xxxxxxx
Websites
AUM* 306,161,569 42%
of that, discretionary 306,161,569 42%
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 1,457,912 20%
% High Net Worth 43.81% -5%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

306M 262M 219M 175M 131M 87M 44M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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