| As of Date | 01/20/2026 |
| Registration | SEC, Approved, 05/17/2024 |
| ADV Location | COLUMBUS, IN, United States |
| Contact Info | 800 xxxxxxx |
| AUM* | 723,000,000 62% |
| of that, discretionary | 723,000,000 62% |
| Number of Employees | 6 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 361,500,000 -19% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds