Adviser Profile

AUM* 675,467,357 47%
of that, discretionary 675,467,357 47%
Number of Employees 10 25%
of those in investment advisory functions 4 33%
Private Fund GAV* 0
Avg Account Size 374,428 24%
% High Net Worth 33.79% 16%
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
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

675M 579M 482M 386M 289M 193M 96M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker037833100 Stock NameAPPLE INC $ Position$15,835,848 % Position5.00% $ Change-37.00% # Change-45.00%
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$13,810,346 % Position5.00% $ Change-33.00% # Change-52.00%
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$15,788,374 % Position5.00% $ Change-17.00% # Change-52.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$7,987,956 % Position3.00% $ Change-38.00% # Change-53.00%
Stck Ticker02079K305 Stock NameALPHABET INC $ Position$6,844,196 % Position2.00% $ Change-14.00% # Change-45.00%
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$6,109,296 % Position2.00% $ Change-26.00% # Change-22.00%
Stck Ticker02507A101 Stock NameAMERICAN CENTY ETF TR $ Position$4,913,644 % Position2.00% $ Change17.00% # Change-5.00%
Stck Ticker11135F101 Stock NameBROADCOM INC $ Position$6,238,538 % Position2.00% $ Change-13.00% # Change-56.00%
Stck Ticker30303M102 Stock NameMETA PLATFORMS INC $ Position$6,735,484 % Position2.00% $ Change-36.00% # Change-50.00%
Stck Ticker46432F842 Stock NameISHARES TR $ Position$6,679,028 % Position2.00% $ Change8.00% # Change-6.00%

Brochure Summary