| As of Date | 08/31/2026 |
| Registration | SEC, Approved, 11/29/2021 |
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| ADV Location | WORTHINGTON, OH, United States |
| Contact Info | 614 xxxxxxx |
| Websites |
| AUM* | 415,817,000 58% |
| of that, discretionary | 415,817,000 58% |
| Number of Employees | 1 |
| of those in investment advisory functions | |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,009,265 30% |
| % High Net Worth | 33.25% 46% |
| 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
- A percentage of assets under your management
- Hourly charges
No private funds