| As of Date | 08/21/2026 |
| Registration | SEC, Approved, 01/30/2026 |
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| ADV Location | DAYTON, OH, United States |
| Contact Info | (93 xxxxxxx |
| Websites |
| AUM* | 121,130,421 |
| of that, discretionary | 120,919,653 |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 500,539 |
| % High Net Worth | 35.85% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
No private funds