Overview

Headquarters
Daphne, AL
Total Firm Assets
$192 million
Average High-Net-Worth Client Portfolio Size
$2.6 million

Fee Disclosure

Source: ADV PART 2A + 2B (2026-10-12) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 $3,000,000 0.80%
$3,000,001 $5,000,000 0.70%
$5,000,001 $10,000,000 0.60%
$10,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $40,000 0.80%
$10 million $70,000 0.70%
$50 million $270,000 0.54%
$100 million $520,000 0.52%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
55.82%
Number of High-Net-Worth Clients
42
Total Client Accounts
700
Discretionary Accounts
695
Non-Discretionary Accounts
5

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
105582

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

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