| As of Date | 03/17/2026 |
| Registration | SEC, Approved, 08/12/2005 |
| ADV Location | CARMEL, IN, United States |
| Contact Info | 317 xxxxxxx |
| Websites |
| AUM* | 1,012,991,000 35% |
| of that, discretionary | 1,012,991,000 35% |
| Number of Employees | 80 -2% |
| of those in investment advisory functions | 80 -2% |
| Private Fund GAV* | 0 |
| Avg Account Size | 196,812 0% |
| % High Net Worth | 3.99% 79% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pension and profit sharing plans
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker46090E103 | Stock NameINVESCO QQQ TR ETF UNIT SER 1 | $ Position$33,302,553 | % Position6.00% | $ Change26.00% | # Change-1.00% |
| Stck Ticker33733E104 | Stock NameFIRST TRUST CAPITAL ETF STRENGTH | $ Position$26,311,822 | % Position5.00% | $ Change0.00% | # Change-1.00% |
| Stck Ticker78464A854 | Stock NameSTATE STREET SPDR ETF PORTFOLIO S&P 500 | $ Position$21,415,818 | % Position4.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker46137V357 | Stock NameINVESCO TR ETF S&P 500 EQUAL WEIGHT | $ Position$15,162,499 | % Position3.00% | $ Change7.00% | # Change-3.00% |
| Stck Ticker039491600 | Stock NameARCHER INVT SER TR ETF GROWTH | $ Position$13,887,341 | % Position3.00% | $ Change28.00% | # Change9.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$8,341,063 | % Position2.00% | $ Change12.00% | # Change-2.00% |
| Stck Ticker532457108 | Stock NameELI LILLY & CO | $ Position$9,909,125 | % Position2.00% | $ Change44.00% | # Change11.00% |
| Stck Ticker33740U679 | Stock NameFIRST TR VIII VEST ETF US EQUITY MODERATE BUFFER EQUITY | $ Position$12,985,388 | % Position2.00% | $ Change4.00% | # Change-3.00% |
| Stck Ticker45783Y855 | Stock NameINNOVATOR ETF TR DEFINED WEALTH SHIELD | $ Position$11,270,624 | % Position2.00% | $ Change9.00% | # Change7.00% |
| Stck Ticker46654Q757 | Stock NameJPMORGAN ETF INTERNATIONAL VALUE | $ Position$9,954,671 | % Position2.00% | $ Change18.00% | # Change10.00% |