| As of Date | 03/12/2026 |
| Registration | SEC, Approved, 04/27/2018 |
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| ADV Location | CINCINNATI, OH, United States |
| Contact Info | 513 xxxxxxx |
| Websites |
| AUM* | 692,074,828 29% |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,097,196 42% |
| % High Net Worth | 96.15% 0% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASSURANCE DIMENSIONS | Filing Date02/05/2026 | Form ADV-E View Report |