Adviser Profile

As of Date 07/13/2026
Registration SEC, Approved, 09/17/2003
ADV Location ATLANTA, GA, United States
Contact Info 404 xxxxxxx
Websites
AUM* 241,003,593 8%
of that, discretionary 241,003,593 8%
Number of Employees 20
of those in investment advisory functions 8
Private Fund GAV* 0
Avg Account Size 120,501,797 8%
SMA’s Yes
Private Funds 0

Adviser Type

- Related adviser

Client Types

- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

241M 207M 172M 138M 103M 69M 34M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary