| As of Date | 03/17/2026 |
| Registration | SEC, Approved, 06/07/2021 |
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| ADV Location | BROOKVILLE, OH, United States |
| Contact Info | 937 xxxxxxx |
| Websites |
| AUM* | 218,569,672 43% |
| of that, discretionary | 215,413,742 42% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 191,560 22% |
| % High Net Worth | 12.33% -46% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Commissions
No private funds