| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 02/28/1994 |
| ADV Location | CINCINNATI, OH, United States |
| Contact Info | 513 xxxxxxx |
| Websites |
| AUM* | 31,091,453,599 16% |
| of that, discretionary | 31,091,453,599 16% |
| Number of Employees | 86 2% |
| of those in investment advisory functions | 14 |
| Private Fund GAV* | 0 |
| Avg Account Size | 777,286,340 13% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- Selection of other advisers
- A percentage of assets under your management
No private funds