Overview
- Headquarters
- Atlanta, GA
- Total Firm Assets
- $1.7 billion
- Average High-Net-Worth Client Portfolio Size
- $6.1 million
- Stated Minimum Account Size
- $25,000
Recent Rankings
Forbes 2025: 93
Fee Disclosure
Source: CPC ADV PART 2A (2026-03-27) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.75% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $17,500 | 1.75% |
| $5 million | $87,500 | 1.75% |
| $10 million | $175,000 | 1.75% |
| $50 million | $875,000 | 1.75% |
| $100 million | $1,750,000 | 1.75% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 38.20%
- Number of High-Net-Worth Clients
- 105
- Total Client Accounts
- 2,588
- Discretionary Accounts
- 2,562
- Non-Discretionary Accounts
- 26
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 111025
- CPC ADV PART 2A (2026-03-27) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗