Adviser Profile

As of Date 04/28/2026
Registration SEC, Approved, 06/22/2020
ADV Location KEY BISCAYNE, FL, United States
Contact Info (78 xxxxxxx
Websites
AUM* 483,329,066 27%
of that, discretionary 20,658,518 -6%
Number of Employees 13 18%
of those in investment advisory functions 3 -25%
Private Fund GAV* 0
Avg Account Size 1,895,408 34%
% High Net Worth 70.27% -13%
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

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

463M 397M 330M 264M 198M 132M 66M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary