Adviser Profile
| As of Date | 03/03/2026 |
| Registration | SEC, Approved, 06/25/2024 |
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| Former registrations | |
| ADV Location | CENTERVILLE, OH, United States |
| Contact Info | 855 xxxxxxx |
| Websites |
| AUM* | 177,999,104 61% |
| of that, discretionary | 177,999,104 61% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 393,803 39% |
| % High Net Worth | 60.36% 70% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
178M
153M
127M
102M
76M
51M
25M
2024
2025
2026
Private Funds
No private funds