Adviser Profile

As of Date 03/17/2026
Registration SEC, Approved, 07/08/1985
ADV Location LINDEN, MI, United States
Contact Info 810 xxxxxxx
Websites
AUM* 238,062,651 28%
of that, discretionary 238,062,651 28%
Number of Employees 16
of those in investment advisory functions 14
Private Fund GAV* 0
Avg Account Size 228,248 14%
% High Net Worth 26.51% 28%
SMA’s Yes
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

Reported AUM

238M 204M 170M 136M 102M 68M 34M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name PLANTE MORAN Filing Date08/20/2025 Form ADV-E View Report
Accounting Firm Name PLANTE MORAN Filing Date07/18/2024 Form ADV-E View Report
Accounting Firm Name PLANTE MORAN Filing Date09/06/2023 Form ADV-E View Report

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker25434V864 Stock NameDIMENSIONAL ETF TRUST $ Position$72,545,962 % Position36.00% $ Change4.00% # Change5.00%
Stck Ticker25434V708 Stock NameDIMENSIONAL ETF TRUST $ Position$40,682,470 % Position20.00% $ Change11.00% # Change-3.00%
Stck Ticker25434V799 Stock NameDIMENSIONAL ETF TRUST $ Position$30,835,298 % Position15.00% $ Change8.00% # Change3.00%
Stck Ticker25434V591 Stock NameDIMENSIONAL ETF TRUST $ Position$19,928,256 % Position10.00% $ Change2.00% # Change2.00%
Stck Ticker25434V732 Stock NameDIMENSIONAL ETF TRUST $ Position$13,525,812 % Position7.00% $ Change7.00% # Change-9.00%
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$3,223,012 % Position2.00% $ Change5.00% # Change1.00%
Stck Ticker25434V823 Stock NameDIMENSIONAL ETF TRUST $ Position$4,754,188 % Position2.00% $ Change14.00% # Change3.00%
Stck Ticker25434V872 Stock NameDIMENSIONAL ETF TRUST $ Position$2,358,307 % Position1.00% $ Change1.00% # Change1.00%
Stck Ticker02079K107 Stock NameALPHABET INC $ Position$1,085,692 % Position1.00% $ Change22.00% # Change-1.00%
Stck Ticker25434V617 Stock NameDIMENSIONAL ETF TRUST $ Position$2,720,894 % Position1.00% $ Change16.00% # Change3.00%

Brochure Summary