| As of Date | 08/12/2026 |
| Registration | SEC, Approved, 09/05/2017 |
| ADV Location | RICHMOND, KY, United States |
| Contact Info | (85 xxxxxxx |
| Websites |
| AUM* | 559,416,819 48% |
| of that, discretionary | 559,416,819 48% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 454,441 18% |
| % High Net Worth | 24.54% 32% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds