| As of Date | 02/13/2026 |
| Registration | SEC, Approved, 03/29/2018 |
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| ADV Location | AKRON, OH, United States |
| Contact Info | 330 xxxxxxx |
| Websites |
| AUM* | 348,658,870 21% |
| of that, discretionary | 333,714,404 23% |
| Number of Employees | 8 |
| of those in investment advisory functions | 8 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,185,915 76% |
| % High Net Worth | 23.29% 12% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds