| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 10/24/2018 |
| ADV Location | CLEVELAND, OH, United States |
| Contact Info | 216 xxxxxxx |
| Websites |
| AUM* | 1,387,419,659 47% |
| of that, discretionary | 1,387,419,659 47% |
| Number of Employees | 27 29% |
| of those in investment advisory functions | 17 21% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,578,407 -9% |
| % High Net Worth | 32.99% 15% |
| 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
- Financial planning services
- 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 MEADEN AND MOORE | Filing Date09/18/2025 | Form ADV-E View Report |
| Accounting Firm Name MEADEN AND MOORE | Filing Date10/03/2024 | Form ADV-E View Report |
| Accounting Firm Name MEADEN AND MOORE | Filing Date09/21/2023 | Form ADV-E View Report |