| As of Date | 07/27/2026 |
| Registration | SEC, Approved, 11/07/2019 |
| ADV Location | AKRON, OH, United States |
| Contact Info | 330 xxxxxxx |
| Websites |
| AUM* | 93,297,658 79% |
| of that, discretionary | 93,297,658 79% |
| Number of Employees | 4 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,588,371 38% |
| % High Net Worth | 92.31% 3% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Investment companies
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds