| As of Date | 07/08/2026 |
| Registration | SEC, Approved, 09/03/2025 |
| ADV Location | RAPID CITY, SD, United States |
| Contact Info | 605 xxxxxxx |
| Websites |
| AUM* | 188,100,000 8% |
| of that, discretionary | 144,400,000 -12% |
| Number of Employees | 10 11% |
| of those in investment advisory functions | 10 11% |
| Private Fund GAV* | 0 |
| Avg Account Size | 364,535 13% |
| % High Net Worth | 53.47% 4% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- 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