| As of Date | 07/07/2026 |
| Registration | SEC, 120-Day Approval, 03/09/2026 |
| ADV Location | BLOOMINGTON, IN, United States |
| Contact Info | 812 xxxxxxx |
| AUM* | 285,000,000 |
| of that, discretionary | 0 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,432,161 |
| % High Net Worth | 38.69% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds