| As of Date | 03/24/2026 |
| Registration | SEC, Approved, 07/31/2024 |
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| ADV Location | CINCINNATI, OH, United States |
| Contact Info | (51 xxxxxxx |
| Websites |
| AUM* | 188,215,232 82% |
| of that, discretionary | 183,297,414 83% |
| Number of Employees | 7 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 449,201 3% |
| % High Net Worth | 3.03% 98% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
No private funds