Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 12/18/2012
Other registrations (3)
ADV Location ATLANTA, GA, United States
Contact Info 1-8 xxxxxxx
Websites
AUM* 505,872,518 1%
of that, discretionary 505,872,518 13%
Number of Employees 65 -7%
of those in investment advisory functions 64 -7%
Private Fund GAV* 0
Avg Account Size 56,046 -39%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)

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

506M 434M 361M 289M 217M 145M 72M
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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