Adviser Profile
| As of Date | 02/19/2026 |
| Registration | SEC, Approved, 12/05/1994 |
| ADV Location | NEWBURGH, IN, United States |
| Contact Info | 812 xxxxxxx |
| Websites |
| AUM* | 831,128,783 27% |
| of that, discretionary | 767,466,475 32% |
| Number of Employees | 7 |
| of those in investment advisory functions | 6 -14% |
| Private Fund GAV* | 0 |
| Avg Account Size | 437,436 19% |
| % High Net Worth | 23.30% 38% |
| 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
767M
658M
548M
439M
329M
219M
110M
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASSURANCE DIMENSIONS | Filing Date09/23/2025 | Form ADV-E View Report |
| Accounting Firm Name ASSURANCE DIMENSIONS | Filing Date01/02/2025 | Form ADV-E View Report |
| Accounting Firm Name ASSURANCE DIMENSIONS | Filing Date11/01/2023 | Form ADV-E View Report |