Adviser Profile

As of Date 03/23/2026
Registration SEC, Approved, 02/22/2021
ADV Location HUNTSVILLE, AL, United States
Contact Info 256 xxxxxxx
Websites
AUM* 852,253,140 16%
of that, discretionary 731,245,529 287%
Number of Employees 9 50%
of those in investment advisory functions 6
Private Fund GAV* 0
Avg Account Size 993,302 3%
% High Net Worth 26.69% 11%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

731M 627M 522M 418M 313M 209M 104M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary