| As of Date | 06/30/2026 |
| Registration | SEC, Approved, 03/04/1988 |
| ADV Location | JACKSON, MI, United States |
| Contact Info | 517 xxxxxxx |
| Websites |
| AUM* | 916,399,032 40% |
| of that, discretionary | 164,175,620 111% |
| Number of Employees | 8 14% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 951,609 17% |
| % High Net Worth | 10.15% 8% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNVIDIA Corp | $ Position$169,644 | % Position21.00% | $ Change14.00% | # Change-1.00% |
| Stck Ticker037833100 | Stock NameApple Inc | $ Position$72,575 | % Position9.00% | $ Change13.00% | # Change-1.00% |
| Stck Ticker02079K305 | Stock NameAlphabet Inc CL A | $ Position$68,744 | % Position8.00% | $ Change23.00% | # Change0.00% |
| Stck Ticker697435105 | Stock NamePalo Alto Networks | $ Position$43,628 | % Position5.00% | $ Change118.00% | # Change2.00% |
| Stck Ticker92826C839 | Stock NameVISA Inc | $ Position$40,341 | % Position5.00% | $ Change15.00% | # Change1.00% |
| Stck Ticker863667101 | Stock NameStryker Corp | $ Position$29,681 | % Position4.00% | $ Change3.00% | # Change8.00% |
| Stck Ticker002824100 | Stock NameAbbott Laboratories | $ Position$22,969 | % Position3.00% | $ Change-4.00% | # Change9.00% |
| Stck Ticker023135106 | Stock NameAmazon.com Inc | $ Position$24,376 | % Position3.00% | $ Change17.00% | # Change3.00% |
| Stck Ticker147528103 | Stock NameCasey's General Stores | $ Position$24,315 | % Position3.00% | $ Change12.00% | # Change2.00% |
| Stck Ticker22160K105 | Stock NameCostco Wholesale Corp | $ Position$13,560 | % Position2.00% | $ Change-6.00% | # Change1.00% |