| As of Date | 03/25/2026 |
| Registration | SEC, Approved, 03/12/2021 |
| ADV Location | WORTHINGTON, OH, United States |
| Contact Info | 614 xxxxxxx |
| Websites |
| AUM* | 153,695,050 52% |
| of that, discretionary | 153,323,015 52% |
| Number of Employees | 6 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 457,426 29% |
| % High Net Worth | 12.20% -34% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker595112103 | Stock NameMICRON TECHNOLOGY INC | $ Position$9,384,879 | % Position8.00% | $ Change-47.00% | # Change-85.00% |
| Stck Ticker14020V108 | Stock NameCAPITAL GROUP CORE EQUITY ET | $ Position$4,756,558 | % Position4.00% | $ Change14.00% | # Change-1.00% |
| Stck Ticker336920103 | Stock NameFIRST TR EXCHANGE-TRADED FD | $ Position$4,932,678 | % Position4.00% | $ Change31.00% | # Change1.00% |
| Stck Ticker33734H106 | Stock NameFIRST TR EXCHANGE-TRADED FD | $ Position$3,243,244 | % Position3.00% | $ Change5.00% | # Change3.00% |
| Stck Ticker14020G101 | Stock NameCAPITAL GROUP GROWTH ETF | $ Position$3,437,773 | % Position3.00% | $ Change18.00% | # Change1.00% |
| Stck Ticker14022A201 | Stock NameCAPITAL GROUP EQUITY ETF TR | $ Position$2,301,369 | % Position2.00% | $ Change14.00% | # Change1.00% |
| Stck Ticker007903107 | Stock NameADVANCED MICRO DEVICES INC | $ Position$1,832,190 | % Position2.00% | $ Change181.00% | # Change-2.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$1,842,559 | % Position2.00% | $ Change50.00% | # Change21.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$1,946,311 | % Position2.00% | $ Change3.00% | # Change-10.00% |
| Stck Ticker458140100 | Stock NameINTEL CORP | $ Position$1,948,257 | % Position2.00% | $ Change198.00% | # Change-6.00% |