Adviser Profile

As of Date 03/24/2026
Registration SEC, Approved, 01/17/2014
Other registrations (3)
ADV Location ALPINE, UT, United States
Contact Info 385 xxxxxxx
Websites
AUM* 598,366,135 47%
of that, discretionary 598,366,135 47%
Number of Employees 10
of those in investment advisory functions 5 25%
Private Fund GAV* 0
Avg Account Size 3,936,619 100%
% High Net Worth 82.24% -7%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Investment companies
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

598M 513M 427M 342M 256M 171M 85M
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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Top Holdings

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Stck Ticker49271V100 Stock NameKEURIG DR PEPPER INC $ Position$27,239,912 % Position5.00% $ Change21.00% # Change29.00%
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Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$22,124,522 % Position4.00% $ Change # Change
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Stck Ticker17275R102 Stock NameCISCO SYS INC $ Position$23,357,868 % Position4.00% $ Change12.00% # Change11.00%

Brochure Summary