Adviser Profile

As of Date 01/13/2026
Registration SEC, Approved, 08/12/2020
Other registrations (1)
ADV Location KNOXVILLE, TN, United States
Contact Info 865 xxxxxxx
Websites
AUM* 273,274,393 14%
of that, discretionary 273,274,393 14%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 163,149 7%
% High Net Worth 2.75% 32%
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

Reported AUM

273M 234M 195M 156M 117M 78M 39M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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