Adviser Profile

As of Date 09/21/2026
Registration SEC, Approved, 01/14/1993
ADV Location CANONSBURG, PA, United States
Contact Info 412 xxxxxxx
Websites
AUM* 768,881,121 15%
of that, discretionary 741,271,979 14%
Number of Employees 18 50%
of those in investment advisory functions 8 60%
Private Fund GAV* 0
Avg Account Size 592,815 13%
% High Net Worth 37.75% 13%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- 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

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

741M 635M 529M 424M 318M 212M 106M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker464287200 Stock NameISHARES TR $ Position$108,570,853 % Position18.00% $ Change16.00% # Change1.00%
Stck Ticker41151J406 Stock NameHARBOR ETF TRUST $ Position$90,296,840 % Position15.00% $ Change38.00% # Change18.00%
Stck Ticker46641Q670 Stock NameJ P MORGAN EXCHANGE TRADED F $ Position$85,318,856 % Position14.00% $ Change3.00% # Change3.00%
Stck Ticker464287465 Stock NameISHARES TR $ Position$42,459,143 % Position7.00% $ Change9.00% # Change2.00%
Stck Ticker47103U746 Stock NameJANUS DETROIT STR TR $ Position$45,146,113 % Position7.00% $ Change1.00% # Change1.00%
Stck Ticker921932703 Stock NameVANGUARD ADMIRAL FDS INC $ Position$34,740,600 % Position6.00% $ Change12.00% # Change4.00%
Stck Ticker45784N320 Stock NameINNOVATOR ETFS TRUST $ Position$24,497,584 % Position4.00% $ Change12.00% # Change6.00%
Stck Ticker922908629 Stock NameVANGUARD INDEX FDS $ Position$25,327,452 % Position4.00% $ Change18.00% # Change320.00%
Stck Ticker45783Y442 Stock NameINNOVATOR ETFS TRUST $ Position$26,241,189 % Position4.00% $ Change5.00% # Change0.00%
Stck Ticker46654Q757 Stock NameJ P MORGAN EXCHANGE TRADED F $ Position$26,723,391 % Position4.00% $ Change # Change

Brochure Summary