| As of Date | 01/05/2026 |
| Registration | SEC, Approved, 04/04/2017 |
| ADV Location | SPRINGBORO, OH, United States |
| Contact Info | 937 xxxxxxx |
| Websites |
| AUM* | 271,883,275 88% |
| of that, discretionary | 247,308,023 81% |
| Number of Employees | 13 44% |
| of those in investment advisory functions | 9 29% |
| Private Fund GAV* | 0 |
| Avg Account Size | 211,912 28% |
| % High Net Worth | 14.07% 86% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds