DFX Intelligence

Family office profile

T•••••••

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Winston Salem, NCCandidateidentity confidence 45%Top 500 by research priorityt•••••••.com

Why this class: registered adviser with a family-named firm (i•••••••••, holdings, capital, wealth).

Not yet hand-verified

Last observed Sep 23, 2026 · 141 observations · 4 sources

16 people · 7 investments · 57 public positions · 18 events

This entity is a candidate. One public signal put it on the graph (registered adviser with a family-named firm (i•••••••••, holdings, capital, wealth)); it is not counted as a confirmed family office and nothing below should be read as saying it is one.

Direct investing

high

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: external managers, private markets, sponsor-friendly, real estate, co-investment.

Overview

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Profile completeness 53% (high value, high value deep; the most valuable missing fact is classification)

identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness

Classification: Candidate
Description: ••• Locked
Headquarters: Winston Salem, NC
Office address: ••• Locked
Business phone: ••• Locked
Website: t•••••••.com
Year established: unknown
Assets under management: unknown
Capital scale: Reported office AUM: unknown. 13F disclosed value $354M. Regulatory AUM $450M. These are different facts and are never added together.
Regulatory AUM (Form ADV): $450M as of Feb 10, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration: RIA since Jun 29, 2009 · 8 employeesFact
Client mix (Form ADV 5.D): Individuals: 86 ($25.5M); Pension plans: 12 ($42.3M); High net worth individuals: 100 ($382M)Fact
Form 13F: $354M across 57 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact

Classification history

Sep 12, 2026Candidate 45%registered adviser with a family-named firm (i•••••••••, holdings, capital, wealth)Inference
Sep 12, 2026Candidate 35%family-named entity with no regulatory signal yetInference
Sep 12, 2026Candidate 45%registered adviser with a family-named firm (i•••••••••, holdings, capital, wealth)Inference

Family and wealth origin

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Family served: unknown
Source of wealth: unknown
Operating company origin: unknown

Not on the record yet. Family and wealth-origin claims are written only from cited public sources.

Team

16 peopleshow

Person	Title	Responsibility	Business contact	Source
F•••• B••••••	DIRECTOR OF CLIENT SERVICES	Leadership	none on record	t•••••••.com Fact
J••••• J••••• F•••••	Vice President and Cco	Leadership	none on record	r••••••.a•••••••••.s••.gov Fact
M••• L••••••• C••	TAX DIRECTOR	Leadership	none on record	t•••••••.com Fact
N••••••• B••••	President	Leadership	phone: ••• Locked (published by the subject, Apr 23, 2025) phone: ••• Locked (published by the subject, Feb 3, 2025)	sec.gov Fact
N••••••• C• B••••	President	Leadership	phone: ••• Locked (published by the subject, Aug 7, 2025)	r••••••.a•••••••••.s••.gov Fact
S•• S••••	DIRECTOR OF RETIREMENT PLAN SERVICES	Leadership	none on record	t•••••••.com Fact
J••••• F•••••	Chief Compliance Office	Operations and finance	phone: ••• Locked (published by the subject, Nov 5, 2025) phone: ••• Locked (published by the subject, Feb 4, 2026) phone: ••• Locked (published by the subject, Aug 3, 2026)	sec.gov Fact
J••••• F•••••	Chief Compliance Office	Operations and finance	phone: ••• Locked (published by the subject, Nov 5, 2025) phone: ••• Locked (published by the subject, Feb 4, 2026) phone: ••• Locked (published by the subject, Aug 3, 2026)	sec.gov Fact
J••••• F•••••	Chief Compliance Officer	Operations and finance	phone: ••• Locked (published by the subject, Nov 5, 2025) phone: ••• Locked (published by the subject, Feb 4, 2026) phone: ••• Locked (published by the subject, Aug 3, 2026)	sec.gov Fact
R••••• L•••	General Counsel	Operations and finance	none on record	r••••••.a•••••••••.s••.gov Fact
C•••• M•••••• C••	SENIOR TAX ADVISOR	Other	none on record	t•••••••.com Fact
J••••• F•••••	WEALTH ADVISOR	Other	phone: ••• Locked (published by the subject, Nov 5, 2025) phone: ••• Locked (published by the subject, Feb 4, 2026) phone: ••• Locked (published by the subject, Aug 3, 2026)	t•••••••.com Fact
N••••••• C• B••••	WEALTH ADVISOR	Other	phone: ••• Locked (published by the subject, Aug 7, 2025)	t•••••••.com Fact
N••••••• C• B••••	Wealth Advisor	Other	phone: ••• Locked (published by the subject, Aug 7, 2025)	sec.gov Fact
R••••• L•••	WEALTH TRANSFER ADVISOR	Other	none on record	t•••••••.com Fact
R••••• L•••• J•	WEALTH TRANSFER ADVISOR	Other	none on record	t•••••••.com Fact

Office contact points

Business phone: ••• Locked (published by the subject) t•••••••.com

Business phone: ••• Locked (published by the subject) a•••••••••.s••.gov

Office address: ••• Locked (published by the subject) sec.gov

W••••••: ••• Locked (published by the subject) t•••••••.com

Investment mandate

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••• Locked

Stated (their words, cited)

No cited statement of mandate on the record.

Observed (from the investment record)

States: none Fact
Control: unknown (7) Fact
Sectors: none Fact
Subsectors: none Fact
Co investors: none Fact
Asset classes: none Fact
Direct vs fund: Fund: 0 · Direct: 7 · Real estate: 0 Fact
Sponsors backed: none Fact
Investment count: 7 Fact
Investment kinds: portfolio listing (7) Fact
First and last deal: Last: unknown · First: unknown Fact
Lead vs participant: unknown (7) Fact
Disclosed check sizes: Max: unknown · Min: unknown · Count: 0 Fact
••• Locked

Inferred (regulatory shape and team)

Public equity book: $315M Inference
13F table value, quarter ended 2025-12-31; long 13(f) securities only

Invests directly: unknown
Allocates to managers: unknown
Asset classes: unknown
Sectors: unknown
Geography: unknown
Check size: unknown

Direct investments

7 dealsshow

Date	Company	Kind	Sector	Role	Amount	With	Source
n/a	C•••• h•••	Portfolio listing	unknown	unknown	unknown	none named	t•••••••.com Fact “••• Locked”
n/a	U••••••• R•••••••••	Portfolio listing	unknown	unknown	unknown	none named	t•••••••.com Fact “••• Locked”
n/a	C•••••• S•••••	Portfolio listing	unknown	unknown	unknown	none named	t•••••••.com Fact “••• Locked”
n/a	F••••••• I•••••••••	Portfolio listing	unknown	unknown	unknown	none named	t•••••••.com Fact “••• Locked”
n/a	S••••• S•••••••	Portfolio listing	unknown	unknown	unknown	none named	t•••••••.com Fact “••• Locked”
n/a	P••••••••	Portfolio listing	unknown	unknown	unknown	none named	t•••••••.com Fact “••• Locked”
n/a	T•••••	Portfolio listing	unknown	unknown	unknown	none named	t•••••••.com Fact “••• Locked”

Fund and manager relationships

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No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.

Public stakes and holdings

40 positionsshow

Form 13F holdings

Top 40 positions of 57 for the quarter ended Jun 30, 2026; $349M shown of $354M reported. Long 13(f) securities only. Never presented as the whole portfolio.

Issuer	Class	Value	Shares	Weight
D••••••••• E•• T••••	US HIGH PROF ETF	$44.7M	1,072,005	12.6%
D••••••••• E•• T••••	US MKTWIDE VALUE	$42.4M	769,971	12.0%
D••••••••• E•• T••••	US CORE EQT MKT	$40.9M	790,436	11.5%
D••••••••• E•• T••••	US EQUI MARK ETF	$31.3M	381,895	8.8%
D••••••••• E•• T••••	US SMALL CAP ETF	$24.9M	302,816	7.0%
D••••••••• E•• T••••	US SMALL CAP ETF	$16.9M	436,101	4.8%
D••••••••• E•• T••••	INTL CORE EQUITY	$15.5M	416,074	4.4%
D••••••••• E•• T••••	EMERGING MKTS CO	$12.3M	303,637	3.5%
S••• S••••• T••••	ST SHOR CORP ETF	$12.1M	404,345	3.4%
I•••••• T•	CORE US AGGBD ET	$12.0M	121,246	3.4%
D••••••••• E•• T••••	INTL SMALL CAP E	$11.6M	331,165	3.3%
D••••••••• E•• T••••	INTL HIGH PROFIT	$10.9M	318,388	3.1%
D••••••••• E•• T••••	US REAL ESTA ETF	$10.8M	414,263	3.1%
D••••••••• E•• T••••	US TARGETED VLU	$8.8M	125,860	2.5%
D••••••••• E•• T••••	INTERNATNAL VAL	$6.4M	118,605	1.8%
D••••••••• E•• T••••	EMERGING MKTS VA	$6.4M	148,895	1.8%
A••••••• C•••• E•• T•	AVA MAR SMA ETF	$5.7M	82,404	1.6%
L•••• C•• I••	COM	$5.5M	25,127	1.6%
D••••••••• E•• T••••	INTL CORE EQT MK	$3.9M	94,362	1.1%
V••••••• M•• B• F••	TAX EXEMPT BD	$3.0M	59,505	0.9%
S••• S••••• T••••	ST PORT HIGH ETF	$2.8M	121,121	0.8%
D••••••••• E•• T••••	EMGR CRE EQT MNG	$2.7M	66,612	0.8%
V••••••• M•• B• F••	INTERMEDIATE TRM	$2.1M	20,803	0.6%
D••••••••• E•• T••••	NATL MUN BD ETF	$2.0M	40,389	0.6%
I•••••• T•	RUSSELL 3000 ETF	$1.7M	4,101	0.5%
A•••• I••	COM	$1.4M	4,861	0.4%
D••••••••• E•• T••••	GLOBAL REAL EST	$1.2M	40,334	0.3%
I•••••• T•	SHRT NAT MUN ETF	$1.1M	10,526	0.3%
P•••••••• T•	ULTRPRO S&P500	$1.1M	7,734	0.3%
V••••••• W•••• F•	INF TECH ETF	$879,667	7,360	0.2%
D••••••••• E•• T••••	SHOR DUR FIX ETF	$800,964	16,774	0.2%
I•••••• T•	S&P 500 GRWT ETF	$761,366	5,536	0.2%
M•••••••• C•••	COM	$684,119	1,834	0.2%
D••••••••• E•• T••••	INTL SMALL CAP V	$576,427	14,364	0.2%
B•••••••• H••••••• I•• D••	CL B NEW	$575,449	1,150	0.2%
S•••• S•• S••• S•• 5•• E•• T•	TR UNIT	$536,685	717	0.2%
V••••••• B• I•••• F••	TOTAL BND MRKT	$470,111	6,404	0.1%
A••••• C•• I••	COM	$461,188	1,935	0.1%
I•••••• T•	MSCI EAFE ETF	$447,931	4,312	0.1%
E••• G••• T•	PHYSCL G••• SHS	$426,379	11,153	0.1%

Changes between the last two quarters

Jun 30, 2025 ••• Locked sec.gov
Mar 31, 2025 ••• Locked sec.gov
Mar 31, 2025 ••• Locked sec.gov
Mar 31, 2025 ••• Locked sec.gov
Mar 31, 2025 ••• Locked sec.gov
Mar 31, 2025 ••• Locked sec.gov
Mar 31, 2025 ••• Locked sec.gov
Mar 31, 2025 ••• Locked sec.gov
Mar 31, 2025 ••• Locked sec.gov
Mar 31, 2025 ••• Locked sec.gov

Real estate

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No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.

Co-investors

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No co-investor on the record.

Independent sponsor relationships

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No cited relationship to an independent sponsor.

Related entities

3show

Signals and timeline

2show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 2 events. 13F position changes are under Public stakes and holdings.

Sep 11, 2026Office discovered••• LockedDiscoveryInferencea•••••••••.s••.gov
Sep 11, 2026Office discovered••• LockedDiscoveryInferencesec.gov

Sources and evidence

141show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 141 shown.

Score components

Freshness

+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)

Contactability

+40 n•••• d••••••••• (••• Locked)

+20 v••••••• b••••••• p••••• (15)

+10 o••••• a••••••

Data confidence

+10 w••••••

+10 d•••••••••

+10 p•••••

+15 i•••••••••

+5 p••••• h•••••••

+10 r••••••••• r•••••

+20 i••••••••• s•••••• (4 sources)

Active deployment

no components; scored 0

Exists confidence

+50 r••••••••• i••••••••• •••• C•• o• E•••

+20 w••••••

+30 i••••••••• s•••••• (4 sources)

Research priority

+13 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($450,303,587)

+3 c••••••••• i••••••• u•••••••••

+15 d••••• i••••••••• o• r•••••

+0 r••• (189)

Mandate confidence

+70 m•••••• s•••••••• b• o••••••• i•••••••••

Identity confidence

+45 c••••••••• (••• Locked)

Real estate propensity

no components; scored 0

Co investment propensity

no components; scored 0

Family identity confidence

no components; scored 0

Private markets propensity

no components; scored 0

Current activity confidence

+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)

External manager propensity

no components; scored 0

Direct investment propensity

+70 o••••••• d••••• i••••••••• (7 on the record)

Independent sponsor propensity

no components; scored 0

Fact	Value	Effective	Source	Class
Form ADV firm type	RIA	Feb 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Form ADV admission signal	name	Feb 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Form ADV admission signal	name	Feb 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Latest Form ADV filing	2026-02-10	Feb 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Other names (Form ADV 1.B)	T••••••• \| T••••••• Family Office, Ltd.	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Other names (Form ADV 1.B)	T••••••• \| T••••••• Family Office, Ltd.	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Other names (Form ADV 1.B)	T••••••• \| T••••••• Family Office, Ltd.	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Other names (Form ADV 1.B)	T••••••• \| T••••••• Family Office, Ltd.	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Advisory services (Form ADV 5.G)	financial_planning,portfolio_management_individuals,pension_consulting	Feb 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Form ADV status	Approved	Feb 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
SEC status effective	2009-06-29	Feb 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Branch offices	1	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Branch offices	1	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Branch offices	1	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Branch offices	1	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Business phone	••• Locked	Feb 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
High net worth clients	100	Feb 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Client mix (Form ADV 5.D)	{"individuals":{"clients":86,"raum_usd":25511687,"fewer_than_5":false},"pension_plans":{"clients":12,"raum_usd":42315072,"fewer_than_5":false},"high_net_worth_i	Feb 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Description	••• Locked	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Description	••• Locked	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Description	••• Locked	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Description	••• Locked	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Description	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Description	••• Locked	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Edgar entity type	other	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Edgar forms	13F-HR	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Employees	8	Feb 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Filing address	••• Locked	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2026-06-30	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-12-31	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-09-30	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-06-30	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-03-31	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-12-31	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	57	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	56	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	58	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	54	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	50	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	50	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$354M	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$315M	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$305M	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$267M	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$226M	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$195M	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Winston Salem, NC	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Winston Salem, NC	Feb 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Headquarters	Winston Salem, NC	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Winston Salem, NC	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Winston Salem, NC	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Winston Salem, NC	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Winston Salem, NC	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Legal form	Corporation	Feb 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Office address	••• Locked	Feb 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Portfolio listed	T•••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Portfolio listed	P••••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Portfolio listed	S••••• S•••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Portfolio listed	Client Wealth Portal	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Portfolio listed	F••••••• I•••••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Portfolio listed	C•••••• S•••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Portfolio listed	U••••••• R•••••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Portfolio listed	Client Wealth Portal	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Portfolio listed	P••••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Portfolio listed	S••••• S•••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Portfolio listed	T•••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Portfolio listed	U••••••• R•••••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Portfolio listed	F••••••• I•••••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Portfolio listed	C•••••• S•••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Portfolio listed	T•••••	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Portfolio listed	Client Wealth Portal	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Portfolio listed	U••••••• R•••••••••	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Portfolio listed	F••••••• I•••••••••	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Portfolio listed	S••••• S•••••••	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Portfolio listed	Vk	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Portfolio listed	C•••••• S•••••	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Portfolio listed	P••••••••	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Portfolio page url	••• Locked	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Portfolio page url	••• Locked	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Portfolio page url	••• Locked	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Portfolio page url	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Private funds advised	0	Feb 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Private fund gross assets	$0	Feb 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
R••• accounts	707	Feb 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
R••• hnw usd	$382M	Feb 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
R••• usd	$450M	Feb 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Schedule a rows	3	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) r••••••.a•••••••••.s••.gov	Fact
Site mentions	real_estate	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Site mentions	real_estate	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Site mentions	real_estate	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Site mentions	real_estate	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Site mentions	real_estate	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Site mentions	real_estate	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Team page url	••• Locked	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Team page url	••• Locked	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Team page url	••• Locked	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Team page url	••• Locked	Sep 16, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Team page url	••• Locked	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Team page url	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Team page url	••• Locked	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Website	••• Locked	Feb 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Website read	site-fo-3	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Website read	site-fo-3	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Website read	site-fo-3	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Website read	site-fo-3	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Website read	site-fo-3	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Website title	Home - T•••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Website title	Home - T•••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Website title	Home - T•••••••	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Website title	Home - T•••••••	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Website title	Home - T•••••••	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact
Website title	Home - T•••••••	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com	Fact