Adviser Profile
| As of Date | 03/20/2026 |
| Registration | Florida, Approved, 09/30/2025 |
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| Former registrations | |
| ADV Location | PALM BEACH, FL, United States |
| Contact Info | 561 xxxxxxx |
| AUM* | 63,184,007 10% |
| of that, discretionary | 62,782,078 10% |
| Number of Employees | 7 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,344,341 22% |
| % High Net Worth | 78.72% 14% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$54,974,061 | % Position5.00% | $ Change18.00% | # Change4.00% |
| Stck Ticker532457108 | Stock NameELI LILLY & CO | $ Position$53,987,545 | % Position5.00% | $ Change33.00% | # Change2.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$33,022,308 | % Position3.00% | $ Change12.00% | # Change12.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$32,648,486 | % Position3.00% | $ Change67.00% | # Change45.00% |
| Stck Ticker78462F103 | Stock NameSTATE STR SPDR S&P 500 ETF T | $ Position$16,065,263 | % Position2.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$23,746,976 | % Position2.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$24,874,461 | % Position2.00% | $ Change21.00% | # Change9.00% |
| Stck Ticker464285204 | Stock NameISHARES GOLD TR | $ Position$20,344,359 | % Position2.00% | $ Change-15.00% | # Change-1.00% |
| Stck Ticker478160104 | Stock NameJOHNSON & JOHNSON | $ Position$20,461,731 | % Position2.00% | $ Change6.00% | # Change2.00% |
| Stck Ticker30231G102 | Stock NameEXXON MOBIL CORP | $ Position$17,944,913 | % Position2.00% | $ Change-16.00% | # Change5.00% |