| As of Date | 02/19/2026 |
| Registration | SEC, Approved, 02/26/2021 |
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| ADV Location | CINCINNATI, OH, United States |
| Contact Info | 513 xxxxxxx |
| Websites |
| AUM* | 344,003,237 13% |
| of that, discretionary | 317,262,796 13% |
| Number of Employees | 4 -20% |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 238,891 -17% |
| % High Net Worth | 10.66% 0% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
No private funds