| As of Date | 10/13/2026 |
| Registration | SEC, Approved, 01/30/2019 |
| ADV Location | ATLANTA, GA, United States |
| Contact Info | 404 xxxxxxx |
| Websites |
| AUM* | 2,735,571,106 -1% |
| of that, discretionary | 2,732,024,588 6% |
| Number of Employees | 78 |
| of those in investment advisory functions | 65 -2% |
| Private Fund GAV* | 0 |
| Avg Account Size | 303,851 1% |
| % High Net Worth | 65.28% 142% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser HARDIN CAPITAL PARTNERS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM447.8m | #Funds- | |
| Adviser THE AMERIFLEX GROUP | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM9.7b | #Funds- | |
| Adviser MEYER CAPITAL GROUP | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.5b | #Funds- | |
| Adviser ARGUS EQUITY PARTNERS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM58.7m | #Funds- | |
| Adviser PROSPERA FINANCIAL SERVICES, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM14.4b | #Funds- | |
| Adviser EARLY MCCLINTIC & MCMILLAN, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM652.2m | #Funds- | |
| Adviser CYPRESS FINANCIAL PLANNING | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM490.4m | #Funds- | |
| Adviser BALDWIN INVESTMENT MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.3b | #Funds- | |
| Adviser APTUS CAPITAL ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM14.1b | #Funds- | |
| Adviser MHS ADVISORY SERVICES, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM253.3m | #Funds- |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker53656F805 | Stock NameLISTED FDS TR | $ Position$129,970,476 | % Position11.00% | $ Change12.00% | # Change11.00% |
| Stck Ticker53656F581 | Stock NameLISTED FDS TR | $ Position$45,714,031 | % Position4.00% | $ Change-1.00% | # Change-3.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$42,719,463 | % Position4.00% | $ Change20.00% | # Change10.00% |
| Stck Ticker53656F573 | Stock NameLISTED FDS TR | $ Position$36,186,955 | % Position3.00% | $ Change5.00% | # Change7.00% |
| Stck Ticker78468R663 | Stock NameSPDR SERIES TRUST | $ Position$35,111,634 | % Position3.00% | $ Change48.00% | # Change48.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$25,269,079 | % Position2.00% | $ Change50.00% | # Change7.00% |
| Stck Ticker56167N183 | Stock NameMANAGED PORTFOLIO SER | $ Position$23,057,547 | % Position2.00% | $ Change25.00% | # Change25.00% |
| Stck Ticker78462F103 | Stock NameSTATE STR SPDR S&P 500 ETF T | $ Position$18,956,748 | % Position2.00% | $ Change6.00% | # Change2.00% |
| Stck Ticker921910840 | Stock NameVANGUARD WORLD FD | $ Position$25,228,993 | % Position2.00% | $ Change5.00% | # Change5.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$29,306,356 | % Position2.00% | $ Change27.00% | # Change10.00% |