Overview
- Headquarters
- Atlanta, GA
- Total Firm Assets
- $1.2 billion
- Average High-Net-Worth Client Portfolio Size
- $2.7 million
Fee Disclosure
Source: ADV PART II BROCHURE (2026-02-25)
· View brochure text
Latest filing: APPENDIX 1 WRAP BROCHURE (2026-02-25)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $100,000 | 1.75% |
| $100,001 | $250,000 | 1.50% |
| $250,001 | $500,000 | 1.25% |
| $500,001 | $1,000,000 | 1.20% |
| $1,000,001 | and above | 1.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $13,125 | 1.31% |
| $5 million | $53,125 | 1.06% |
| $10 million | $103,125 | 1.03% |
| $50 million | $503,125 | 1.01% |
| $100 million | $1,003,125 | 1.00% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 69.39%
- Number of High-Net-Worth Clients
- 295
- Total Client Accounts
- 3,002
- Discretionary Accounts
- 2,999
- Non-Discretionary Accounts
- 3
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 136214
- ADV PART II BROCHURE (2026-02-25) (fee schedule source) · View brochure text
- APPENDIX 1 WRAP BROCHURE (2026-02-25) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗