| As of Date | 07/10/2026 |
| Registration | SEC, Approved, 10/30/2024 |
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| ADV Location | CARMEL, IN, United States |
| Contact Info | (31 xxxxxxx |
| Websites |
| AUM* | 246,692,286 31% |
| of that, discretionary | 238,524,507 27% |
| Number of Employees | 12 140% |
| of those in investment advisory functions | 9 80% |
| Private Fund GAV* | 0 |
| Avg Account Size | 123,904 16% |
| % High Net Worth | 14.01% 395% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
No private funds