| As of Date | 03/19/2026 |
| Registration | SEC, Approved, 07/15/2022 |
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| ADV Location | NEW ALBANY, OH, United States |
| Contact Info | (61 xxxxxxx |
| Websites |
| AUM* | 171,393,207 11% |
| of that, discretionary | 171,393,207 11% |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 586,963 6% |
| % High Net Worth | 58.89% 13% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- 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)
- Performance-based fees
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker02079K305 | Stock NameAlphabet Inc. Class A | $ Position$10,900,857 | % Position8.00% | $ Change24.00% | # Change-1.00% |
| Stck Ticker02209S103 | Stock NameAltria Group, Inc. | $ Position$8,363,396 | % Position7.00% | $ Change9.00% | # Change0.00% |
| Stck Ticker718172109 | Stock NamePhilip Morris International, Inc. | $ Position$8,412,315 | % Position7.00% | $ Change9.00% | # Change0.00% |
| Stck Ticker110448107 | Stock NameBritish American Tobacco PLC ADR | $ Position$8,496,200 | % Position7.00% | $ Change5.00% | # Change-1.00% |
| Stck Ticker084670702 | Stock NameBerkshire Hathaway, Inc. Class B | $ Position$7,628,946 | % Position6.00% | $ Change4.00% | # Change-1.00% |
| Stck Ticker30303M102 | Stock NameMeta Platforms, Inc. Class A | $ Position$7,816,212 | % Position6.00% | $ Change-1.00% | # Change0.00% |
| Stck Ticker427866108 | Stock NameHershey Company | $ Position$7,641,549 | % Position6.00% | $ Change-16.00% | # Change0.00% |
| Stck Ticker191216100 | Stock NameCoca-Cola Company | $ Position$5,364,554 | % Position4.00% | $ Change6.00% | # Change-1.00% |
| Stck Ticker609207105 | Stock NameMondelez International, Inc. Class A | $ Position$5,303,234 | % Position4.00% | $ Change0.00% | # Change0.00% |
| Stck Ticker713448108 | Stock NamePepsico, Inc. | $ Position$5,279,788 | % Position4.00% | $ Change-9.00% | # Change5.00% |