| As of Date | 06/26/2026 |
| Registration | SEC, Approved, 04/09/2025 |
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| ADV Location | CINCINNATI, OH, United States |
| Contact Info | 513 xxxxxxx |
| Websites |
| AUM* | 1,470,000,000 |
| of that, discretionary | 1,461,000,000 100% |
| Number of Employees | 32 3% |
| of those in investment advisory functions | 20 5% |
| Private Fund GAV* | 0 |
| Avg Account Size | 521,832 |
| % High Net Worth | 31.55% |
| 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
- Portfolio management for businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- 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 Ticker464287200 | Stock NameISHARES TR | $ Position$156,080,970 | % Position20.00% | $ Change16.00% | # Change6.00% |
| Stck Ticker464287507 | Stock NameISHARES TR | $ Position$59,887,089 | % Position7.00% | $ Change22.00% | # Change6.00% |
| Stck Ticker025072703 | Stock NameAMERICAN CENTY ETF TR | $ Position$38,003,855 | % Position5.00% | $ Change55.00% | # Change47.00% |
| Stck Ticker025072604 | Stock NameAMERICAN CENTY ETF TR | $ Position$28,158,794 | % Position4.00% | $ Change100.00% | # Change67.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$29,946,871 | % Position4.00% | $ Change13.00% | # Change1.00% |
| Stck Ticker92647N535 | Stock NameVICTORY PORTFOLIOS II | $ Position$13,402,612 | % Position2.00% | $ Change1.00% | # Change1.00% |
| Stck Ticker742718109 | Stock NamePROCTER & GAMBLE CO | $ Position$14,571,900 | % Position2.00% | $ Change8.00% | # Change5.00% |
| Stck Ticker808524102 | Stock NameSCHWAB STRATEGIC TR | $ Position$15,290,814 | % Position2.00% | $ Change16.00% | # Change0.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$16,655,807 | % Position2.00% | $ Change-3.00% | # Change2.00% |
| Stck Ticker464287804 | Stock NameISHARES TR | $ Position$17,629,639 | % Position2.00% | $ Change5.00% | # Change-15.00% |