| As of Date | 02/20/2026 |
| Registration | SEC, Approved, 08/04/1977 |
| ADV Location | LEXINGTON, KY, United States |
| Contact Info | 859 xxxxxxx |
| AUM* | 888,208,444 -14% |
| of that, discretionary | 888,208,444 -14% |
| Number of Employees | 12 -8% |
| of those in investment advisory functions | 4 -20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 888,208,444 -14% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds