Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 09/10/2001
ADV Location MEMPHIS, TN, United States
Contact Info 901 xxxxxxx
Websites
AUM* 114,763,857 2%
of that, discretionary 114,763,857 2%
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 1,945,150 2%
% High Net Worth 96.61%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

186M 159M 133M 106M 80M 53M 27M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

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