Overview

Headquarters
Montgomery, AL
Total Firm Assets
$444 million
Average High-Net-Worth Client Portfolio Size
$0.9 million
Stated Minimum Account Size
$25,000

Fee Disclosure

Source: ADV 2A - FIRM DISCLOSURE BROCHURE (2026-03-31) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 2.00%
$500,001 $1,000,000 1.75%
$1,000,001 $5,000,000 1.50%
$5,000,001 and above 1.00%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $18,750 1.88%
$5 million $78,750 1.58%
$10 million $128,750 1.29%
$50 million $528,750 1.06%
$100 million $1,028,750 1.03%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
44.93%
Number of High-Net-Worth Clients
223
Total Client Accounts
1,022
Discretionary Accounts
943
Non-Discretionary Accounts
79

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number
282899
  • ADV 2A - FIRM DISCLOSURE BROCHURE (2026-03-31) (fee schedule source) · View brochure text

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

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