| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 01/27/2020 |
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| ADV Location | GROVEPORT, OH, United States |
| Contact Info | 614 xxxxxxx |
| Websites |
| AUM* | 370,490,808 32% |
| of that, discretionary | 358,157,367 31% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 6 20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 209,672 24% |
| % High Net Worth | 22.57% 2% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
No private funds