Adviser Profile

As of Date 08/13/2026
Registration SEC, Approved, 10/08/2019
ADV Location LANCASTER, PA, United States
Contact Info (84 xxxxxxx
Websites
AUM* 1,175,991,778 86%
of that, discretionary 1,175,991,778 86%
Number of Employees 5 -38%
of those in investment advisory functions 1 -75%
Private Fund GAV* 0
Avg Account Size 5,909,506 4482%
% High Net Worth 11.63% 100%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Other investment advisers

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

906M 777M 647M 518M 388M 259M 129M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker922908363 Stock NameVANGUARD INDEX FDS $ Position$370,244 % Position17.00% $ Change-91.00% # Change-92.00%
Stck Ticker72201R817 Stock NamePIMCO ETF TR $ Position$252,680 % Position12.00% $ Change-91.00% # Change-91.00%
Stck Ticker808524797 Stock NameSCHWAB STRATEGIC TR $ Position$229,981 % Position11.00% $ Change-93.00% # Change-94.00%
Stck Ticker808524839 Stock NameSCHWAB STRATEGIC TR $ Position$248,995 % Position11.00% $ Change-91.00% # Change-91.00%
Stck Ticker46137V464 Stock NameINVESCO EXCHANGE TRADED FD T $ Position$237,337 % Position11.00% $ Change # Change
Stck Ticker46090F100 Stock NameINVESCO ACTVELY MNGD ETC FD $ Position$208,796 % Position10.00% $ Change-90.00% # Change-89.00%
Stck Ticker46436E874 Stock NameISHARES TR $ Position$226,336 % Position10.00% $ Change-89.00% # Change-89.00%
Stck Ticker808524805 Stock NameSCHWAB STRATEGIC TR $ Position$194,835 % Position9.00% $ Change-94.00% # Change-94.00%
Stck Ticker808524680 Stock NameSCHWAB STRATEGIC TR $ Position$143,949 % Position7.00% $ Change-92.00% # Change-93.00%
Stck Ticker808524854 Stock NameSCHWAB STRATEGIC TR $ Position$31,866 % Position1.00% $ Change # Change

Brochure Summary