| As of Date | 05/07/2026 |
| Registration | SEC, Approved, 03/07/2025 |
| ADV Location | CINCINNATI, OH, United States |
| Contact Info | 513 xxxxxxx |
| Websites |
| AUM* | 5,292,397 |
| of that, discretionary | 5,292,397 100% |
| Number of Employees | 9 800% |
| of those in investment advisory functions | 9 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 791 |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Fixed fees (other than subscription fees)
No private funds