| As of Date | 09/01/2026 |
| Registration | SEC, Approved, 03/05/2021 |
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| ADV Location | BOWLING GREEN, KY, United States |
| Contact Info | 270 xxxxxxx |
| Websites |
| AUM* | 373,667,468 19% |
| of that, discretionary | 373,667,468 19% |
| Number of Employees | 17 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 135,682 18% |
| % High Net Worth | 3.06% 144% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds