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Company Profile

As of Date 07/01/2026
ADV Location United States, GA
Websites
AUM* 639,314,564 -5%
of that, discretionary
Number of Employees 3 -57%
of those in investment advisory functions -100%
Private Fund GAV* 51,991,894
Avg Account Size 159,828,641 100%
High Net Worth 10.00% 100%
SMA’s Yes
Private Funds 3

Adviser Type

- No longer eligible

Client Types

Advisory Activities

- Pension consulting services

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

3B 2B 2B 2B 1B 792M 396M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

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