Adviser Profile
| As of Date | 03/24/2026 |
| Registration | SEC, Approved, 05/06/2020 |
| ADV Location | INDIANAPOLIS, IN, United States |
| Contact Info | 317 xxxxxxx |
| Websites |
| AUM* | 238,933,754 15% |
| of that, discretionary | 238,933,754 15% |
| Number of Employees | 4 -20% |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 630,432 18% |
| % High Net Worth | 25.29% 2% |
| 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
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
239M
205M
171M
137M
102M
68M
34M
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds