Adviser Profile
| As of Date | 05/14/2026 |
| Registration | SEC, Approved, 07/24/2025 |
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| ADV Location | SHERIDAN, WY, United States |
| Contact Info | 307 xxxxxxx |
| Websites |
| AUM* | 320,272,718 |
| of that, discretionary | 320,171,504 100% |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 501,995 |
| % High Net Worth | 15.46% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
320M
274M
229M
183M
137M
91M
46M
2025
2026
Private Funds
No private funds