| As of Date | 03/24/2026 |
| Registration | SEC, Approved, 03/06/2001 |
| ADV Location | SCOTTSDALE, AZ, United States |
| Contact Info | 480 xxxxxxx |
| Websites |
| AUM* | 1,757,391,038 25% |
| of that, discretionary | 1,757,391,038 25% |
| Number of Employees | 22 16% |
| of those in investment advisory functions | 12 -8% |
| Private Fund GAV* | 0 |
| Avg Account Size | 695,996 -1% |
| % High Net Worth | 53.00% -7% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Other investment advisers
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker037833100 | Stock NameApple | $ Position$34,934,646 | % Position5.00% | $ Change13.00% | # Change-1.00% |
| Stck Ticker808524763 | Stock NameSchwab Fundemental US Small Company ETF | $ Position$34,531,464 | % Position5.00% | $ Change13.00% | # Change-4.00% |
| Stck Ticker594918104 | Stock NameMicrosoft | $ Position$30,499,966 | % Position4.00% | $ Change1.00% | # Change0.00% |
| Stck Ticker02079K305 | Stock NameAlphabet Inc Class A | $ Position$21,940,040 | % Position3.00% | $ Change18.00% | # Change-5.00% |
| Stck Ticker025816109 | Stock NameAmerican Express | $ Position$12,547,461 | % Position2.00% | $ Change11.00% | # Change-1.00% |
| Stck Ticker023135106 | Stock NameAmazon.com Inc. | $ Position$17,287,511 | % Position2.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker74316P579 | Stock NameAkre Focus ETF | $ Position$18,220,900 | % Position2.00% | $ Change-1.00% | # Change-2.00% |
| Stck Ticker084670207 | Stock NameBerkshire Hathaway Inc Class B | $ Position$12,746,332 | % Position2.00% | $ Change6.00% | # Change1.00% |
| Stck Ticker808513105 | Stock NameCharles Schwab Corp | $ Position$11,569,960 | % Position2.00% | $ Change-3.00% | # Change-1.00% |
| Stck Ticker478160104 | Stock NameJohnson & Johnson | $ Position$16,202,051 | % Position2.00% | $ Change5.00% | # Change1.00% |