| As of Date | 08/03/2026 |
| Registration | SEC, Approved, 11/25/1998 |
| ADV Location | TERRE HAUTE, IN, United States |
| Contact Info | 812 xxxxxxx |
| Websites |
| AUM* | 173,044,936 18% |
| of that, discretionary | 173,044,936 18% |
| Number of Employees | 3 -25% |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 346,783 26% |
| % High Net Worth | 3.38% -4% |
| 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
No private funds