| As of Date | 02/18/2026 |
| Registration | SEC, Approved, 07/22/2021 |
| ADV Location | COLUMBUS, OH, United States |
| Contact Info | (61 xxxxxxx |
| Websites |
| AUM* | 171,008,134 31% |
| of that, discretionary | 171,008,134 31% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 370,950 26% |
| % High Net Worth | 28.40% 43% |
| SMA’s | No |
| 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
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds