Adviser Profile
| As of Date | 03/12/2026 |
| Registration | SEC, Approved, 07/09/2024 |
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| Former registrations | |
| ADV Location | SAINT LOUIS, MO, United States |
| Contact Info | 314 xxxxxxx |
| Websites |
| AUM* | 189,256,439 34% |
| of that, discretionary | 189,256,439 34% |
| Number of Employees | 6 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 4,761,448 12% |
| Avg Account Size | 1,768,752 71% |
| % High Net Worth | 78.43% -4% |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
189M
162M
135M
108M
81M
54M
27M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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