| As of Date | 03/12/2026 |
| Registration | SEC, Approved, 02/26/2018 |
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| Contact Info | 440 xxxxxxx |
| AUM* | 278,251,133 36% |
| of that, discretionary | 278,251,133 36% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,358,060 35% |
| % High Net Worth | 48.31% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- 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 Ticker084670702 | Stock NameBeckshire Hathaway | $ Position$52,436 | % Position24.00% | $ Change4.00% | # Change0.00% |
| Stck Ticker570535104 | Stock NameMarkel Corp | $ Position$29,768 | % Position14.00% | $ Change2.00% | # Change0.00% |
| Stck Ticker02079K305 | Stock NameAlphabet Inc. Class A | $ Position$16,678 | % Position8.00% | $ Change24.00% | # Change0.00% |
| Stck Ticker02079K107 | Stock NameAlphabet Inc. Class C | $ Position$9,692 | % Position4.00% | $ Change22.00% | # Change-1.00% |
| Stck Ticker478160104 | Stock NameJohnson & Johnson | $ Position$5,855 | % Position3.00% | $ Change4.00% | # Change0.00% |
| Stck Ticker452892102 | Stock NameImperial Metals Corp | $ Position$7,590 | % Position3.00% | $ Change-21.00% | # Change0.00% |
| Stck Ticker718172109 | Stock NamePhilip Morris Intl | $ Position$7,061 | % Position3.00% | $ Change9.00% | # Change0.00% |
| Stck Ticker75513E101 | Stock NameRaytheon Technologies Corp | $ Position$5,302 | % Position2.00% | $ Change-2.00% | # Change0.00% |
| Stck Ticker38141G104 | Stock NameGoldman Sachs Group Inc. | $ Position$4,147 | % Position2.00% | $ Change19.00% | # Change0.00% |
| Stck Ticker459200101 | Stock NameIBM Corp | $ Position$4,745 | % Position2.00% | $ Change16.00% | # Change0.00% |