Net worth · from the 2025 annual disclosure, filed 2026-06-18
Members report every asset and liability in a value band, never a figure. The range below is the arithmetic floor and ceiling those bands allow: assets at their minimums minus liabilities at their maximums, and the reverse. Midpoints are shown only for year-over-year comparison.
Net worth range (2025)
$13.2M – $57.0M
+$5.0M midpoint change vs 2018
Assets
$13.2M – $57.0M
40 line items
Liabilities
$0
0 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2025 | house | $13.2M – $57.0M | $0 | $13.2M – $57.0M | 40 / 0 | PDF 2026-06-18 |
| 2024 | house | $11.7M – $48.0M | $0 | $11.7M – $48.0M | 41 / 0 | PDF 2025-05-14 |
| 2023 | house | $11.9M – $48.4M | $0 | $11.9M – $48.4M | 42 / 0 | PDF 2024-07-10 |
| 2022 | house | $12.5M – $49.6M | $0 | $12.5M – $49.6M | 47 / 0 | PDF 2023-07-19 |
| 2021 | house | $13.3M – $51.3M | $0 | $13.3M – $51.3M | 62 / 0 | PDF 2022-06-14 |
| 2020 | house | $11.0M – $43.8M | $0 | $11.0M – $43.8M | 52 / 0 | PDF 2021-08-05 |
| 2019 | house | $11.3M – $47.5M | $0 | $11.3M – $47.5M | 52 / 0 | PDF 2020-08-03 |
| 2018 | house | $11.8M – $48.3M | $0 | $11.8M – $48.3M | 47 / 0 | PDF 2019-08-13 |
Where the money is (2025)
Largest disclosed assets (2025)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| Guardian Point Capital Capital Gains |
Private funds | self | $5.0M – $25.0M |
| Ameris Bank Interest |
Cash & bank | self | $1.0M – $5.0M |
| Stifel Smart Rate | Cash & bank | self | $1.0M – $5.0M |
| Cash Held in Interest-Bearing Account Tax-Deferred |
Retirement | self | $1.0M – $5.0M |
| Whole Life Insurance Policy Capital Gains |
Other | self | $1.0M – $5.0M |
| BOND (7/1/34) Capital Gains |
Bonds | self | $1.0M – $5.0M |
| Comstock (Invesco) Tax-Deferred |
Mutual funds | self | $500K – $1.0M |
| Kayne Anderson SM Quality Val Capital Gains |
Other | self | $500K – $1.0M |
| MM S&P Md Cp Indx (Nrtn Tr) Tax-Deferred |
Mutual funds | self | $500K – $1.0M |
| Neuberger Berman Intl ADR Capital Gains |
Other | self | $250K – $500K |
| MM S&P 500 Index (Northern Trust) Tax-Deferred |
Mutual funds | self | $250K – $500K |
| MLAAX MainStay Large Cap Growth Fund Class A (MLAAX) Capital Gains |
Mutual funds | self | $250K – $500K |
| South State Bank Tax-Deferred |
Cash & bank | self | $250K – $500K |
| Nuveen Intermediate Duration Muni Bd 1 Dividends |
Mutual funds | self | $100K – $250K |
| SSB South State Corporation (SSB) Dividends |
Stocks | self | $100K – $250K |
Source: pfd_filings / pfd_assets / pfd_liabilities (House Clerk and Senate eFD annual reports, parsed). Bands are the form's own brackets; the top bracket on some forms is unbounded, which is why a ceiling can read "≥". The form does not state what secures a loan, so liability types are the filer's wording.