Adviser Profile

As of Date 02/13/2026
Registration SEC, Approved, 05/17/2022
Other registrations (3)
ADV Location SOUTHERN PINES, NC, United States
Contact Info 910 xxxxxxx
Websites
AUM* 148,240,000 19%
of that, discretionary 148,240,000 19%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 298,871 13%
% High Net Worth 19.57% -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

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

148M 127M 106M 85M 64M 42M 21M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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