Adviser Profile

As of Date 09/28/2026
Registration SEC, Approved, 07/27/2023
Other registrations (1)
ADV Location COLUMBUS, OH, United States
Contact Info 614 xxxxxxx
Websites
AUM* 688,096,957 174%
of that, discretionary 652,554,877 177%
Number of Employees 55 72%
of those in investment advisory functions 32 52%
Private Fund GAV* 0
Avg Account Size 254,004 42%
% High Net Worth 6.06% 103%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

329M 282M 235M 188M 141M 94M 47M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary