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CRD 313166
COOKEVILLE, TN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| W•••••• D•••••• A•••••• | CO-OWNER/PRESIDENT/CHIEF COMPLIANCE OFFICER | D | yes | 02/2021 | Mar 2, 2022 | Dec 21, 2024 |
| W•••••• M••••• C•••••••• | CO-OWNER/SECRETARY/TREASURER | D | yes | 02/2021 | Mar 2, 2022 | Dec 21, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2023 | Jan 18, 2024 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2023 | n/a | $41.6M | n/a | n/a | n/a | 3 | 3 | 0 | 2 |
| $26.8M |
| $26.8M |
| 3 |
| 2 |
| 0 |
| n/a |
| n/a |
| 2022 | Mar 30, 2023 | $41.6M | $41.6M | 3 | 3 | 2 | n/a | n/a |