| As of Date | 09/20/2026 |
| Registration | SEC, Approved, 07/16/2024 |
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| ADV Location | CINCINNATI, OH, United States |
| Contact Info | 513 xxxxxxx |
| Websites |
| AUM* | 431,869,342 51% |
| of that, discretionary | 431,869,342 51% |
| Number of Employees | 10 400% |
| of those in investment advisory functions | 5 150% |
| Private Fund GAV* | 25,160,425 89% |
| Avg Account Size | 901,606 11% |
| % High Net Worth | 72.00% -16% |
| SMA’s | No |
| Private Funds | 6 6 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| Count | GAV | |
|---|---|---|
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