| As of Date | 03/19/2026 |
| Registration | SEC, Approved, 02/25/2022 |
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| ADV Location | INDIANAPOLIS, IN, United States |
| Contact Info | 317 xxxxxxx |
| Websites |
| AUM* | 524,414,189 30% |
| of that, discretionary | 0 |
| Number of Employees | 15 36% |
| of those in investment advisory functions | 11 22% |
| Private Fund GAV* | 0 |
| Avg Account Size | 597,964 32% |
| % High Net Worth | 55.47% 18% |
| 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