| As of Date | 08/27/2026 |
| Registration | SEC, Approved, 09/30/2024 |
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| ADV Location | DUBLIN, OH, United States |
| Contact Info | 888 xxxxxxx |
| Websites |
| AUM* | 362,976,084 |
| of that, discretionary | 362,976,084 100% |
| Number of Employees | 4 -33% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 649,331 |
| % High Net Worth | 52.29% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker33740F805 | Stock NameFIRST TR EXCHNG TRADED FD VI | $ Position$17,921,151 | % Position9.00% | $ Change | # Change |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$13,572,343 | % Position7.00% | $ Change838.00% | # Change722.00% |
| Stck Ticker922908744 | Stock NameVANGUARD INDEX FDS | $ Position$11,415,861 | % Position6.00% | $ Change | # Change |
| Stck Ticker47103U845 | Stock NameJANUS DETROIT STR TR | $ Position$6,943,341 | % Position4.00% | $ Change | # Change |
| Stck Ticker33740F755 | Stock NameFIRST TR EXCHNG TRADED FD VI | $ Position$8,448,489 | % Position4.00% | $ Change | # Change |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$4,886,705 | % Position3.00% | $ Change | # Change |
| Stck Ticker969904101 | Stock NameWILLIAMS SONOMA INC | $ Position$5,012,582 | % Position3.00% | $ Change | # Change |
| Stck Ticker33738R506 | Stock NameFIRST TR EXCHANGE TRADED FD | $ Position$6,492,306 | % Position3.00% | $ Change | # Change |
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$2,920,510 | % Position2.00% | $ Change | # Change |
| Stck Ticker921908844 | Stock NameVANGUARD SPECIALIZED FUNDS | $ Position$2,981,200 | % Position2.00% | $ Change | # Change |