| As of Date | 03/31/2026 |
| Registration | South Carolina, Approved, 10/19/2017 |
| Contact Info | 843 xxxxxxx |
| Websites |
| AUM* | 7,649,380 58% |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 115,900 22% |
| % High Net Worth | 13.79% -10% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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