| As of Date | 01/13/2026 |
| Registration | SEC, Approved, 01/28/2019 |
| ADV Location | JACKSONVILLE BEACH, FL, United States |
| Contact Info | 904 xxxxxxx |
| Websites |
| AUM* | 281,574,433 0% |
| of that, discretionary | 281,574,433 0% |
| Private Fund GAV* | 0 |
| Avg Account Size | 25,597,676 -18% |
| SMA’s | Yes |
| Private Funds | 0 |
Number of Employees 2
of those in investment advisory functions 2
- High net worth individuals
- Investment companies
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- A percentage of assets under your management
No private funds