Adviser Profile
| As of Date | 06/22/2026 |
| Registration | SEC, Approved, 05/26/2026 |
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| Former registrations | |
| ADV Location | COVINGTON, KY, United States |
| Contact Info | 859 xxxxxxx |
| Websites |
| AUM* | 252,109,486 |
| of that, discretionary | 247,420,994 |
| Number of Employees | 5 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 321,979 |
| % High Net Worth | 61.78% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
247M
212M
177M
141M
106M
71M
35M
2026
Private Funds
No private funds