| As of Date | 08/24/2026 |
| Registration | SEC, 120-Day Approval, 04/28/2026 |
| ADV Location | MANSFIELD, OH, United States |
| Contact Info | 419 xxxxxxx |
| Websites |
| AUM* | 214,553,000 |
| of that, discretionary | 214,553,000 |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 230,950 |
| % High Net Worth | 15.24% |
| 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
- Selection of other advisers
- A percentage of assets under your management
No private funds