Overview

Headquarters
Winston Salem, NC
Total Firm Assets
$1.3 billion
Average High-Net-Worth Client Portfolio Size
$4.0 million
Stated Minimum Account Size
$1,000,000

Fee Disclosure

Source: ADV PART 2A (2026-03-30) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 $3,000,000 0.75%
$3,000,001 $5,000,000 0.50%
$5,000,001 $15,000,000 0.40%
$15,000,001 and above Negotiable
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $35,000 0.70%
$10 million $55,000 0.55%
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
90.28%
Number of High-Net-Worth Clients
290
Total Client Accounts
1,457
Discretionary Accounts
1,418
Non-Discretionary Accounts
39

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
111077

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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