| As of Date | 05/04/2026 |
| Registration | SEC, Approved, 07/23/1979 |
| ADV Location | MOBILE, AL, United States |
| Contact Info | 251 xxxxxxx |
| Websites |
| AUM* | 3,404,753,027 15% |
| of that, discretionary | 3,173,786,357 21% |
| Number of Employees | 36 6% |
| of those in investment advisory functions | 24 9% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,126,283 8% |
| % High Net Worth | 17.73% 8% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name CADE, CRENSHAW & ASSOCIATES, P.C. | Filing Date10/28/2025 | Form ADV-E View Report |
| Accounting Firm Name CADE, CRENSHAW & ASSOCIATES, P.C. | Filing Date01/29/2025 | Form ADV-E View Report |
| Accounting Firm Name CADE, CRENSHAW & ASSOCIATES, P.C. | Filing Date10/25/2023 | 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 BIGELOW INVESTMENT ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM555.2m | #Funds- | |
| Adviser TRITON WEALTH | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM230.7m | #Funds- | |
| Adviser PGI WEALTH MANAGEMENT | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM930.6m | #Funds- | |
| Adviser CIRRUS WEALTH MANAGEMENT | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM298.3m | #Funds- | |
| Adviser TRINITYPOINT WEALTH, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.4b | #Funds- | |
| Adviser HOLIFIELD FINANCIAL ADVISORY SERVICES/PROSPER FINANCIAL ADVISERS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM145.7m | #Funds- | |
| Adviser PINKERTON WEALTH PARTNERS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.4b | #Funds- | |
| Adviser ROBERT W. BAIRD & CO. INCORPORATED | Hedge Fund524.2m | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund3.6m | Total Private Fund GAV527.7m | AUM394.1b | #Funds3 | |
| Adviser MERIDIAN INVESTMENT ADVISORS, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM628.0m | #Funds- | |
| Adviser JFS WEALTH ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM4.7b | #Funds- |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNvidia Corp Com | $ Position$154,800,324 | % Position6.00% | $ Change-8.00% | # Change-1.00% |
| Stck Ticker921910873 | Stock NameVanguard Mega Cap ETF | $ Position$119,200,872 | % Position5.00% | $ Change-5.00% | # Change1.00% |
| Stck Ticker037833100 | Stock NameApple Inc | $ Position$61,240,364 | % Position3.00% | $ Change-5.00% | # Change2.00% |
| Stck Ticker921910816 | Stock NameVanguard Mega Growth ETF | $ Position$46,407,769 | % Position2.00% | $ Change-8.00% | # Change3.00% |
| Stck Ticker921943858 | Stock NameVanguard FTSE Developed ETF | $ Position$37,309,109 | % Position2.00% | $ Change7.00% | # Change4.00% |
| Stck Ticker922908629 | Stock NameVanguard Mid Cap ETF | $ Position$55,541,014 | % Position2.00% | $ Change0.00% | # Change1.00% |
| Stck Ticker922908363 | Stock NameVanguard S&P 500 ETF | $ Position$40,574,928 | % Position2.00% | $ Change0.00% | # Change5.00% |
| Stck Ticker921937827 | Stock NameVanguard Short Term Bond ETF | $ Position$13,818,662 | % Position1.00% | $ Change10.00% | # Change10.00% |
| Stck Ticker922908769 | Stock NameVanguard Total US Stock Mkt ETF | $ Position$13,461,080 | % Position1.00% | $ Change-5.00% | # Change-1.00% |
| Stck Ticker922042742 | Stock NameVanguard Total World Stock ETF | $ Position$12,339,005 | % Position1.00% | $ Change-1.00% | # Change1.00% |