| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 09/06/2024 |
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| ADV Location | INDIANAPOLIS, IN, United States |
| Contact Info | 317 xxxxxxx |
| Websites |
| AUM* | 473,645,985 247% |
| of that, discretionary | 473,645,985 247% |
| Number of Employees | 10 |
| of those in investment advisory functions | 9 13% |
| Private Fund GAV* | 0 |
| Avg Account Size | 312,431 -45% |
| % High Net Worth | 5.08% -79% |
| SMA’s | No |
| Private Funds | 1 1 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management
| Count | GAV | |
|---|---|---|
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