| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 03/30/2001 |
| ADV Location | WHEELING, WV, United States |
| Contact Info | 304 xxxxxxx |
| AUM* | 892,606,781 6% |
| of that, discretionary | 892,606,781 6% |
| Number of Employees | 13 -13% |
| of those in investment advisory functions | 13 -13% |
| Private Fund GAV* | 0 |
| Avg Account Size | 148,767,797 6% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds