| As of Date | 07/28/2026 |
| Registration | SEC, Approved, 03/31/2026 |
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| ADV Location | PEPPER PIKE, OH, United States |
| Contact Info | 330 xxxxxxx |
| Websites |
| AUM* | 711,911,936 |
| of that, discretionary | 711,911,936 |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,253,366 |
| % High Net Worth | 55.61% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds