| As of Date | 05/18/2026 |
| Registration | SEC, Approved, 10/02/1976 |
| ADV Location | XENIA, OH, United States |
| Contact Info | 937 xxxxxxx |
| Websites |
| AUM* | 1,211,598,322 14% |
| of that, discretionary | 1,176,574,834 14% |
| Number of Employees | 15 |
| of those in investment advisory functions | 8 14% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,750,865 25% |
| % High Net Worth | 24.94% 86% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$37,709,458 | % Position4.00% | $ Change21.00% | # Change-2.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$36,747,932 | % Position4.00% | $ Change13.00% | # Change-2.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$26,297,668 | % Position3.00% | $ Change1.00% | # Change1.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$31,863,674 | % Position3.00% | $ Change9.00% | # Change-4.00% |
| Stck Ticker29357K103 | Stock NameENOVA INTL INC | $ Position$30,034,438 | % Position3.00% | $ Change71.00% | # Change-4.00% |
| Stck Ticker464285204 | Stock NameISHARES GOLD TR | $ Position$21,290,196 | % Position2.00% | $ Change-15.00% | # Change-1.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$15,404,267 | % Position2.00% | $ Change22.00% | # Change0.00% |
| Stck Ticker149123101 | Stock NameCATERPILLAR INC | $ Position$22,108,389 | % Position2.00% | $ Change27.00% | # Change-15.00% |
| Stck TickerM7516K103 | Stock NameNOVA LTD | $ Position$15,988,497 | % Position2.00% | $ Change-2.00% | # Change-22.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$22,416,540 | % Position2.00% | $ Change8.00% | # Change-3.00% |