| As of Date | 07/31/2026 |
| Registration status | Terminated |
| ADV Location | COLUMBUS, IN, United States |
| Contact Info | 812 xxxxxxx |
| Websites |
| AUM* | 540,005,756 20% |
| of that, discretionary | 429,462,556 28% |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,294,174 20% |
| % High Net Worth | 83.33% -1% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds