| As of Date | 03/18/2026 |
| Registration | SEC, Approved, 01/31/2018 |
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| ADV Location | WESTLAKE, OH, OH, United States |
| Contact Info | 440 xxxxxxx |
| Websites |
| AUM* | 254,691,882 36% |
| of that, discretionary | 254,691,882 36% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 494,547 25% |
| % High Net Worth | 24.88% 14% |
| 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
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker02079K107 | Stock NameALPHABET INC CLASS C | $ Position$17,863,624 | % Position7.00% | $ Change20.00% | # Change-2.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$14,665,126 | % Position5.00% | $ Change13.00% | # Change-1.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORP | $ Position$14,377,794 | % Position5.00% | $ Change10.00% | # Change-4.00% |
| Stck Ticker808515605 | Stock NameSCHWAB PRIME ADVANTAGE MONEY INVESTOR | $ Position$13,674,886 | % Position5.00% | $ Change11.00% | # Change11.00% |
| Stck Ticker023135106 | Stock NameAMAZON.COM INC | $ Position$10,608,990 | % Position4.00% | $ Change12.00% | # Change-2.00% |
| Stck TickerG29183103 | Stock NameEATON CORP PLC F | $ Position$9,521,225 | % Position4.00% | $ Change19.00% | # Change0.00% |
| Stck Ticker38141G104 | Stock NameGOLDMAN SACHS GROUP INC | $ Position$8,734,020 | % Position3.00% | $ Change34.00% | # Change12.00% |
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY CLASS B | $ Position$8,411,056 | % Position3.00% | $ Change3.00% | # Change-1.00% |
| Stck Ticker808524300 | Stock NameSCHWAB U.S. LARGE-CAP GROWTH ETF | $ Position$6,954,704 | % Position3.00% | $ Change-3.00% | # Change-17.00% |
| Stck Ticker808524409 | Stock NameSCHWAB U.S. LARGE-CAP VALUE ETF | $ Position$6,733,786 | % Position3.00% | $ Change10.00% | # Change-4.00% |