| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 05/11/2001 |
| ADV Location | NASHVILLE, TN, United States |
| Contact Info | 615 xxxxxxx |
| Websites |
| AUM* | 1,415,000,000 90% |
| of that, discretionary | 1,415,000,000 90% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,415,000,000 90% |
| SMA’s | Yes |
| Private Funds | 0 |
- State or municipal government entities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Performance-based fees