| As of Date | 02/19/2026 |
| Registration | SEC, Approved, 02/28/2022 |
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| ADV Location | CUYAHOGA FALLS, OH, United States |
| Contact Info | 330 xxxxxxx |
| AUM* | 199,476,254 49% |
| of that, discretionary | 167,741,671 54% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 878,750 11% |
| % High Net Worth | 57.14% -5% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds