| As of Date | 06/17/2026 |
| Registration | SEC, Approved, 04/19/2022 |
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| ADV Location | MUNCIE, IN, United States |
| Contact Info | 765 xxxxxxx |
| Websites |
| AUM* | 186,693,547 37% |
| of that, discretionary | 186,693,547 37% |
| Number of Employees | 3 -95% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 325,818 21% |
| % High Net Worth | 14.22% 9% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- 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