| As of Date | 03/10/2026 |
| Registration | SEC, Approved, 10/30/1992 |
| ADV Location | BIRMINGHAM, AL, United States |
| Contact Info | 205 xxxxxxx |
| Websites |
| AUM* | 442,701,129 26% |
| of that, discretionary | 425,956,155 24% |
| Number of Employees | 12 9% |
| of those in investment advisory functions | 7 75% |
| Private Fund GAV* | 0 |
| Avg Account Size | 321,497 23% |
| % High Net Worth | 29.31% 13% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name KELLUM, WILSON & ASSOCIATES, P.C. | Filing Date12/31/2025 | Form ADV-E View Report |
| Accounting Firm Name KELLUM, WILSON & ASSOCIATES, PC | Filing Date12/17/2024 | Form ADV-E View Report |
| Accounting Firm Name KELLUM, WILSON & ASSOCIATES, PC | Filing Date11/03/2023 | 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 CAMARDA WEALTH ADVISORY GROUP | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM315.4m | #Funds- | |
| Adviser BRAUN-BOSTICH & ASSOCIATES INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM249.6m | #Funds- | |
| Adviser KLEINFELDER CAPITAL, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM376.6m | #Funds- | |
| Adviser GIMBAL FINANCIAL, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM290.0m | #Funds- | |
| Adviser SANCTUARY ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM34.9b | #Funds- | |
| Adviser BROADLAKE FINANCIAL MANAGEMENT | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM409.6m | #Funds- | |
| Adviser ALLWORTH FINANCIAL, L.P. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM33.6b | #Funds- | |
| Adviser DIVERSIFI CAPITAL INC | Hedge Fund- | Liquidity Fund- | Private Equity Fund23.3m | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund2.8m | Other Fund- | Total Private Fund GAV28.8m | AUM671.4m | #Funds22 | |
| Adviser ANCHOR 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- | AUM61.2m | #Funds- | |
| Adviser CHARTER ADVISORY CORPORATION | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM333.1m | #Funds- |