| As of Date | 02/06/2026 |
| Registration | SEC, Approved, 03/05/2024 |
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| ADV Location | CLAYTON, MO, United States |
| Contact Info | 833 xxxxxxx |
| Websites |
| AUM* | 126,500,157 18% |
| of that, discretionary | 126,500,157 18% |
| Number of Employees | 11 57% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 31,625,039 -71% |
| SMA’s | No |
| Private Funds | 0 |
- Charitable organizations
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds