| As of Date | 03/19/2026 |
| Registration | SEC, Approved, 01/02/2025 |
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| ADV Location | LOUISVILLE, KY, United States |
| Contact Info | 502 xxxxxxx |
| Websites |
| AUM* | 522,862,170 |
| of that, discretionary | 522,862,170 |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,874,058 |
| % High Net Worth | 41.67% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds