| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 03/03/2022 |
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| ADV Location | MEMPHIS, TN, United States |
| Contact Info | 901 xxxxxxx |
| Websites |
| AUM* | 201,963,902 14% |
| of that, discretionary | 188,166,663 13% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 426,084 8% |
| % High Net Worth | 16.88% 2% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name JACKSON, HOWELL & ASSOCIATES, PLLC | Filing Date04/24/2025 | Form ADV-E View Report |
| Accounting Firm Name JACKSON, HOWELL & ASSOCIATES, PLLC | Filing Date02/06/2024 | Form ADV-E View Report |
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser EVANS CAPITAL MANAGEMENT ASSOCIATES | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM682.6m | #Funds- | |
| Adviser INTEGRATED WEALTH CONCEPTS LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM18.9b | #Funds- | |
| Adviser BEY-DOUGLAS, LLC INVESTMENT COUNSEL | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM179.8m | #Funds- | |
| Adviser SPRINGWATER WEALTH MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM203.9m | #Funds- | |
| Adviser CAPITAL CS GROUP, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM227.3m | #Funds- | |
| Adviser AVONDALE WEALTH MANAGEMENT LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM326.7m | #Funds- | |
| Adviser ARMORY CAPITAL MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM167.1m | #Funds- | |
| Adviser FRONT STREET CAPITAL MANAGEMENT, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM862.0m | #Funds- | |
| Adviser SAMALIN WEALTH | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM490.5m | #Funds- | |
| Adviser WAYCROSS INVESTMENT MANAGEMENT CO | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM252.4m | #Funds- |