A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.

Family office profile

O•••••••• F••••• O••••••

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Birmingham, ALOutsourced family office provideridentity confidence 90%o••••••••.com

Why this class: O•••••••• F••••• O•••••• is the family office arm of the O•••••••• faith-aligned wealth platform in Birmingham, sold as one client segment beside individuals and institutions..

Verified Sep 13, 2026 (7 days ago)
Last observed Sep 20, 2026 · 92 observations · 5 sources
5 people · 0 investments · 182 public positions · 38 events

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: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Overview
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Profile completeness 56% (medium value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Outsourced family office provider
Description
Join a growing community of advisors and investors aligning finances with biblical values to build legacies and live with greater impact.
Headquarters
Birmingham, AL
Office address
23 INVERNESS CENTER PARKWAY, Birmingham, AL, 35242
Business phone
(205) 313-9142
Website
o••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $143M. Regulatory AUM $544M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$544M as of Apr 28, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Nov 21, 2022 · 14 employeesFact
Client mix (Form ADV 5.D)
Individuals: 43 ($13.6M); Corporations: n/a ($5.5M); Pension plans: n/a ($2.0M); Charitable organizations: n/a ($291M); High net worth individuals: 35 ($232M)Fact
Form 13F
$143M across 182 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 13, 2026Outsourced family office provider 90%O•••••••• F••••• O•••••• is the family office arm of the O•••••••• faith-aligned wealth platform in Birmingham, sold as one client segment beside individuals and institutions.Factverifiedweb.archive.org“Unify your family around a values-aligned, comprehensive wealth management strategy so that your legacy can impact generations to come.”
  • Sep 12, 2026Multi-family office 90%registered adviser named as a family office serving many clients: a multi-family office by constructionInference
  • Sep 12, 2026Multi-family office 85%registered adviser named as a family office serving many clients: a multi-family office by constructionInference
  • Sep 12, 2026Candidate 35%family-named entity with no regulatory signal yetInference
Family and wealth origin
show
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
5 peopleshow
PersonTitleResponsibilityBusiness contactSource
H•••• N•••• P••••••Managing MemberLeadership
email: h•••••••@o••••••••.com (verified by provider, Sep 12, 2026)
A••••••• S•••••CounselOperations and finance
phone: 6463953900 (published by the subject, Apr 21, 2026)
phone: 646-395-3900 (published by the subject, Mar 13, 2026)
sec.gov Fact
A••••••• S•••••CounselOperations and finance
phone: 6463953900 (published by the subject, Apr 21, 2026)
phone: 646-395-3900 (published by the subject, Mar 13, 2026)
sec.gov Fact
R••••• W•••• G••••Chief Operating OfficerOperations and financenone on record
T••••••• M••••••• S•••••••••Chief Compliance OfficerOperations and financenone on record
Office contact points
Business phone: (205) 313-9142 (published by the subject) adviserinfo.sec.gov
Office address: 23 INVERNESS CENTER PARKWAY, Birmingham, AL, 35242 (published by the subject) sec.gov
Office address: 23 INVERNESS CENTER PARKWAY, Birmingham, AL, 35242 (published by the subject) sec.gov
W••••••: o••••••••.com (published by the subject) o••••••••.com
Investment mandate
show

inferred only: public equity book 143159977.0

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Public equity book
$143M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Investment vehicles (SEC Form D)
  • O•••••••• H••••••• L•• · shared principal · Sep 16, 2024 · via H•••• N•••• P•••••• Inference sec.gov
Fund and manager relationships
show
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 182 for the quarter ended Mar 31, 2026; $90.9M shown of $143M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
U•••••• S•• T•ONEASCENT INTL$10.8M251,1267.6%
U•••••• S•• T•ONEASCENT CORE P$9.4M415,6486.6%
S••••• S••••• S••• T•STATE STREET ENE$8.3M135,4465.8%
U•••••• S•• T•ONEASCENT LARGE$4.0M117,6152.8%
I•••••• T•EAFE VALUE ETF$3.4M45,8982.4%
N••••• C•••••••••COM$3.3M19,1442.3%
U•••••• S•• T•ONEASCENT EMGRG$3.2M80,1902.3%
M•••••••• C•••COM$2.9M7,8832.0%
I•••••• T•J••••••• USD EMG$2.7M28,3161.9%
B••••••• I••COM$2.4M7,8371.7%
A••••••• I••CAP STK CL A$2.4M8,2291.7%
T••••• S••••••••• M••••••SPONSORED ADS$2.2M6,4781.5%
V••••••• I•••• F••S&P 500 ETF SHS$1.9M3,1501.3%
A••••••• I••CAP STK CL C$1.9M6,5151.3%
D••••••••• E•• T••••US CORE EQUITY 2$1.9M47,7861.3%
A••••• C•• I••COM$1.9M8,8841.3%
B•••••••• E•• T••••DYNAMIC EQTY ACT$1.7M71,8311.2%
S••• A••••• T•STATE STREET BLA$1.6M55,7381.1%
U•••••• S•• T•ONEASCENT ENHANC$1.6M52,0201.1%
J••••••• C•••• • C•COM$1.5M5,2631.1%
I•••••• T•CORE MSCI EAFE$1.5M16,9761.1%
V•••••• P••••••••• I•SHARES FREE CASH$1.5M37,9091.0%
E•••• M•••• C•••COM$1.5M8,7301.0%
T•••• I••COM$1.4M3,8161.0%
S••••• S•••••••• T•US LCAP GR ETF$1.2M42,7660.9%
F•••• T• E••••• T••••• F• V•FT ENERGY INCOME$1.1M51,0390.8%
W•••••• I••COM$1.1M9,2090.8%
A•••• I••COM$1.1M4,4990.8%
U•• A•ETRACS SILVER SH$1.1M12,1620.8%
A••• E•• T•ALERIAN MLP$1.0M19,6880.7%
T• R••• P•••• E•• I••SMALL MID CAP$1.0M27,9380.7%
B•••••••• H••••••• I•• D••CL B NEW$1.0M2,0980.7%
M••••••••• I•••••••••CL A$1.0M2,0110.7%
G••••• X• F••RUSSELL 2000$926,16761,9510.6%
S••• S••••• T••••STATE STREET SPD$919,7019,7240.6%
D••••••••• E•• T••••US TARGETED VLU$919,27814,7200.6%
E•• O••••••••• T••••APPLIED FINA VAL$901,67921,5660.6%
W••••••••• T•JAPN HEDGE EQT$845,3765,3310.6%
N••••••• L•• F• T• I•INSPIRE CORP BD$836,73735,0730.6%
C•••••• C•••••••••COM$827,6184,0000.6%
Changes between the last two quarters
  • Mar 31, 2026 O•••••••• Family Office, LLC reduced D••••••••• E•• T•••• 42,836 -> 14,720 shares ($2,550,481 -> $919,278) sec.gov
  • Mar 31, 2026 O•••••••• Family Office, LLC reduced D••••••••• E•• T•••• 86,678 -> 47,786 shares ($3,431,601 -> $1,856,982) sec.gov
  • Mar 31, 2026 O•••••••• Family Office, LLC exited J P Morgan Exchange Traded F (was $2,092,962, 36,565 shares) sec.gov
  • Mar 31, 2026 O•••••••• Family Office, LLC reduced E•• O••••••••• T•••• 60,900 -> 21,566 shares ($2,695,446 -> $901,679) sec.gov
  • Mar 31, 2026 O•••••••• Family Office, LLC exited J P Morgan Exchange Traded F (was $2,092,962, 36,565 shares) sec.gov
  • Mar 31, 2026 O•••••••• Family Office, LLC reduced D••••••••• E•• T•••• 86,678 -> 47,786 shares ($3,431,601 -> $1,856,982) sec.gov
  • Mar 31, 2026 O•••••••• Family Office, LLC reduced D••••••••• E•• T•••• 42,836 -> 14,720 shares ($2,550,481 -> $919,278) sec.gov
  • Mar 31, 2026 O•••••••• Family Office, LLC reduced E•• O••••••••• T•••• 60,900 -> 21,566 shares ($2,695,446 -> $901,679) sec.gov
  • Dec 31, 2025 O•••••••• Family Office, LLC increased B••••••• I•• 5,038 -> 6,513 shares ($1,662,187 -> $2,254,162) sec.gov
  • Dec 31, 2025 O•••••••• Family Office, LLC increased S••••• S••••• S••• T• 54,935 -> 134,813 shares ($4,907,934 -> $6,027,478) sec.gov
  • Dec 31, 2025 O•••••••• Family Office, LLC increased N••••• C••••••••• 10,118 -> 15,343 shares ($1,887,816 -> $2,861,507) sec.gov
  • Dec 31, 2025 O•••••••• Family Office, LLC opened a $3,277,587 position in I•••••• T• (45,898 shares) sec.gov
  • Sep 30, 2025 O•••••••• Family Office, LLC opened a $2,049,262 position in J P Morgan Exchange Traded F (35,889 shares) sec.gov
  • Jun 30, 2025 O•••••••• Family Office, LLC reduced A•••• I•• 9,818 -> 4,059 shares ($2,182,000 -> $833,000) sec.gov
  • Jun 30, 2025 O•••••••• Family Office, LLC increased I•••••• T• 11,809 -> 27,274 shares ($1,070,000 -> $2,526,000) sec.gov
  • Jun 30, 2025 O•••••••• Family Office, LLC exited S••••• S•••••••• T• (was $4,407,000, 181,076 shares) sec.gov
  • Jun 30, 2025 O•••••••• Family Office, LLC reduced B•••••••• H••••••• I•• D•• 4,262 -> 1,864 shares ($2,270,000 -> $905,000) sec.gov
  • Jun 30, 2025 O•••••••• Family Office, LLC reduced M•••••••• C••• 12,736 -> 6,450 shares ($4,812,000 -> $3,208,000) sec.gov
  • Jun 30, 2025 O•••••••• Family Office, LLC increased S••••• S••••• S••• T• 42,940 -> 55,659 shares ($4,013,000 -> $4,720,000) sec.gov
  • Jun 30, 2025 O•••••••• Family Office, LLC reduced A••••• C•• I•• 12,542 -> 6,566 shares ($2,398,000 -> $1,441,000) sec.gov
  • Mar 31, 2025 O•••••••• Family Office, LLC increased M•••••••• C••• 3,350 -> 12,736 shares ($1,412,000 -> $4,812,000) sec.gov
  • Mar 31, 2025 O•••••••• Family Office, LLC increased B•••••••• H••••••• I•• D•• 1,058 -> 4,262 shares ($480,000 -> $2,270,000) sec.gov
  • Mar 31, 2025 O•••••••• Family Office, LLC increased A•••• I•• 2,395 -> 9,818 shares ($600,000 -> $2,182,000) sec.gov
  • Mar 31, 2025 O•••••••• Family Office, LLC opened a $2,125,000 position in E•• O••••••••• T•••• (60,620 shares) sec.gov
  • Mar 31, 2025 O•••••••• Family Office, LLC opened a $2,862,000 position in D••••••••• E•• T•••• (86,479 shares) 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
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
2show
Signals and timeline
4show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 4 events. 13F position changes are under Public stakes and holdings.

  • Sep 13, 2026Classification changedO•••••••• F••••• O••••••: CONFIRMED_MFO -> OUTSOURCED_FAMILY_OFFICE (O•••••••• F••••• O•••••• is the family office arm of the O•••••••• faith-aligned wealth platform in Birmingham, sold as one client segment beside individuals and institutions.)c•••••••••Factweb.archive.org
  • Sep 11, 2026Classification changedO•••••••• F••••• O••••••: CONFIRMED_MFO -> CONFIRMED_MFO (registered adviser named as a family office serving many clients: a multi-family office by construction)c•••••••••Inferenceno URL
  • Sep 11, 2026Office discoveredO•••••••• Family Office, LLC files F••• 13F (name, $147,524,861 in 180 positions)DiscoveryInferencesec.gov
  • Sep 11, 2026Office discoveredO•••••••• F••••• O•••••• found on the SEC adviser roster (name)DiscoveryInferenceadviserinfo.sec.gov
Sources and evidence
94show

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. 94 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+15 n•••• d••••••••• (H•••• N•••• P•••••• (Managing Member))
+10 v••••••• b••••••• e••••• (1)
+20 v••••••• b••••••• p••••• (5)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (5 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (5 sources)
+30 a•••••••••
Research priority
+14 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($544,486,722)
+2 F••• D• v••••••• l•••••
+0 r••• (1350)
Mandate confidence
no components; scored 0
Identity confidence
+90 c••••••••• (OUTSOURCED_FAMILY_OFFICE (O•••••••• F••••• O•••••• is the family office arm of the O•••••••• faith-aligned wealth platform in Birmingham, sold as one client segment beside individuals and institutions.))
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 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••
+25 a• s••••••••• f••• w••••• 1• m••••• (6 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Form ADV firm typeRIAApr 28, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalnameApr 28, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalname,services_d•••••••••Apr 28, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-04-28Apr 28, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)NEW City Family Office | O•••••••• F••••• O•••••• | O•••••••• Family Office LLC | O•••••••• Family OfficeSep 21, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)NEW City Family Office | O•••••••• F••••• O•••••• | O•••••••• Family Office LLC | O•••••••• Family OfficeSep 20, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)NEW City Family Office | O•••••••• F••••• O•••••• | O•••••••• Family Office LLC | O•••••••• Family OfficeSep 19, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)NEW City Family Office | O•••••••• F••••• O•••••• | O•••••••• Family Office LLC | O•••••••• Family OfficeSep 11, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other services (Form ADV)FAMILY OFFICE SERVICESApr 28, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Advisory services (Form ADV 5.G)financial_planning,portfolio_management_individuals,otherApr 28, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedApr 28, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2022-11-21Apr 28, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Bios readbio-fo-1Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) o••••••••.comFact
Branch offices7Sep 21, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices7Sep 20, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices7Sep 19, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices7Sep 11, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone(205) 313-9142Apr 28, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients35Apr 28, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D){"individuals":{"clients":43,"raum_usd":13628545,"fewer_than_5":false},"corporations":{"clients":null,"raum_usd":5541656,"fewer_than_5":false},"pension_plans":{Apr 28, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
DescriptionJoin a growing community of advisors and investors aligning finances with biblical values to build legacies and live with greater impact.Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) o••••••••.comFact
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Edgar forms13F-HRSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Employees14Apr 28, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Filing address23 INVERNESS CENTER PARKWAY, Birmingham, AL, 35242Mar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address23 INVERNESS CENTER PARKWAY, Birmingham, AL, 35242Dec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address23 INVERNESS CENTER PARKWAY, Birmingham, AL, 35242Sep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address23 INVERNESS CENTER PARKWAY, Birmingham, AL, 35242Jun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address23 INVERNESS CENTER PARKWAY, Birmingham, AL, 35242Mar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address23 INVERNESS CENTER PARKWAY, Birmingham, AL, 35242Dec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-03-31Mar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions182Mar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions180Dec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions158Sep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions142Jun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions157Mar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions81Dec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$143MMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$148MDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$123MSep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$106MJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$107MMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$55.1MDec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBirmingham, ALApr 28, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersBirmingham, ALMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBirmingham, ALDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBirmingham, ALSep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBirmingham, ALJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBirmingham, ALMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBirmingham, ALDec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formLimited Liability CompanyApr 28, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address23 INVERNESS CENTER PARKWAY, Birmingham, AL, 35242Apr 28, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office type (stated)outsourced_family_office
“Unify your family around a values-aligned, comprehensive wealth management strategy so that your legacy can impact generations to come.”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) web.archive.orgFact
Private funds advised0Apr 28, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$0Apr 28, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• accounts292Apr 28, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• hnw usd$232MApr 28, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• usd$544MApr 28, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Schedule a rows4Sep 11, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
Team page urlhttps://o••••••••.com/Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) o••••••••.comFact
Websiteo••••••••.comApr 28, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) o••••••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) o••••••••.comFact
Website titleValues-Aligned Solutions for Advisors and InvestorsSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) o••••••••.comFact