Adviser Profile
| As of Date | 04/09/2026 |
| Registration | SEC, Approved, 05/04/2026 |
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| Former registrations | |
| ADV Location | WASHINGTON, MO, United States |
| Contact Info | 636 xxxxxxx |
| AUM* | 123,184,004 |
| of that, discretionary | 123,184,004 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 728,899 |
| % High Net Worth | 63.77% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
123M
106M
88M
70M
53M
35M
18M
2026
Private Funds
No private funds