| As of Date | 05/29/2026 |
| Registration | SEC, Approved, 11/21/1997 |
| ADV Location | NEW PHILADELPHIA, OH, United States |
| Contact Info | 330 xxxxxxx |
| Websites |
| AUM* | 892,284,139 38% |
| of that, discretionary | 880,997,785 38% |
| Number of Employees | 20 |
| of those in investment advisory functions | 11 |
| Private Fund GAV* | 0 |
| Avg Account Size | 490,805 29% |
| % High Net Worth | 19.72% 48% |
| SMA’s | Yes |
| Private Funds | 0 |
- 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker921943858 | Stock NameVANGUARD TAX-MANAGED FDS | $ Position$20,753,894 | % Position6.00% | $ Change17.00% | # Change5.00% |
| Stck Ticker464287614 | Stock NameISHARES TR | $ Position$17,199,163 | % Position5.00% | $ Change16.00% | # Change299.00% |
| Stck Ticker464287598 | Stock NameISHARES TR | $ Position$13,803,813 | % Position4.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$10,263,198 | % Position3.00% | $ Change15.00% | # Change1.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$9,277,603 | % Position3.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker921937827 | Stock NameVANGUARD BD INDEX FDS | $ Position$8,039,848 | % Position3.00% | $ Change11.00% | # Change12.00% |
| Stck Ticker922042858 | Stock NameVANGUARD INTL EQUITY INDEX F | $ Position$9,568,284 | % Position3.00% | $ Change14.00% | # Change3.00% |
| Stck Ticker921908844 | Stock NameVANGUARD SPECIALIZED FUNDS | $ Position$6,735,148 | % Position2.00% | $ Change3.00% | # Change-6.00% |
| Stck Ticker464287473 | Stock NameISHARES TR | $ Position$6,375,280 | % Position2.00% | $ Change16.00% | # Change3.00% |
| Stck Ticker464287309 | Stock NameISHARES TR | $ Position$7,576,797 | % Position2.00% | $ Change22.00% | # Change0.00% |