| As of Date | 02/24/2026 |
| Registration | SEC, Approved, 04/21/2025 |
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| ADV Location | NORTH ROYALTON, OH, United States |
| Contact Info | 440 xxxxxxx |
| Websites |
| AUM* | 160,236,028 |
| of that, discretionary | 160,236,028 100% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 186,755 |
| % High Net Worth | 12.35% |
| 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
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker78464A805 | Stock NameSPDR SERIES TRUST | $ Position$13,213,414 | % Position9.00% | $ Change21.00% | # Change6.00% |
| Stck Ticker46137V357 | Stock NameINVESCO EXCHANGE TRADED FD T | $ Position$12,878,505 | % Position8.00% | $ Change18.00% | # Change7.00% |
| Stck Ticker921908844 | Stock NameVANGUARD SPECIALIZED FUNDS | $ Position$12,843,920 | % Position8.00% | $ Change16.00% | # Change6.00% |
| Stck Ticker36828A101 | Stock NameGE VERNOVA INC | $ Position$7,199,542 | % Position5.00% | $ Change30.00% | # Change-4.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$7,185,996 | % Position5.00% | $ Change21.00% | # Change-3.00% |
| Stck Ticker922042775 | Stock NameVANGUARD INTL EQUITY INDEX F | $ Position$5,319,233 | % Position3.00% | $ Change23.00% | # Change11.00% |
| Stck Ticker922908629 | Stock NameVANGUARD INDEX FDS | $ Position$5,190,001 | % Position3.00% | $ Change26.00% | # Change350.00% |
| Stck Ticker464287804 | Stock NameISHARES TR | $ Position$5,157,504 | % Position3.00% | $ Change36.00% | # Change14.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$4,834,627 | % Position3.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker478160104 | Stock NameJOHNSON & JOHNSON | $ Position$4,670,254 | % Position3.00% | $ Change3.00% | # Change-1.00% |