Adviser Profile

As of Date 06/30/2026
Registration SEC, Approved, 03/04/2015
Other registrations (1)
ADV Location TAMPA, FL, United States
Contact Info 813 xxxxxxx
Websites
AUM* 196,238,900 56%
of that, discretionary 165,924,407 62%
Number of Employees 5 25%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 572,125 71%
% High Net Worth 30.25% 51%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

166M 142M 119M 95M 71M 47M 24M
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