| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 02/09/1996 |
| ADV Location | NEW ALBANY, OH, United States |
| Contact Info | 614 xxxxxxx |
| AUM* | 453,724,871 31% |
| of that, discretionary | 451,709,642 31% |
| Number of Employees | 9 13% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,477,931 -56% |
| % High Net Worth | 20.35% 6% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds