| As of Date | 04/08/2026 |
| Registration | SEC, Approved, 11/02/2018 |
| ADV Location | CINCINNATI, OH, United States |
| Contact Info | 513 xxxxxxx |
| Websites |
| AUM* | 169,804,763 21% |
| of that, discretionary | 169,804,763 21% |
| Number of Employees | 7 -30% |
| of those in investment advisory functions | 3 -40% |
| Private Fund GAV* | 0 |
| Avg Account Size | 42,451,191 21% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- Selection of other advisers
- A percentage of assets under your management
No private funds