| As of Date | 03/17/2026 |
| Registration | SEC, Approved, 05/30/2025 |
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| ADV Location | INDEPENDENCE, OH, United States |
| Contact Info | 440 xxxxxxx |
| Websites |
| AUM* | 804,265,871 272% |
| of that, discretionary | 804,265,871 272% |
| Number of Employees | 12 20% |
| of those in investment advisory functions | 5 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 942,867 92% |
| % High Net Worth | 60.84% -39% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds