| As of Date | 04/20/2026 |
| Registration | SEC, Approved, 02/27/2026 |
| ADV Location | LOUISVILLE, KY, United States |
| Contact Info | 502 xxxxxxx |
| Websites |
| AUM* | 357,683,282 |
| of that, discretionary | 304,102,880 |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 436,732 |
| % High Net Worth | 64.44% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Performance-based fees
No private funds