| As of Date | 02/25/2026 |
| Registration | SEC, Approved, 09/18/2007 |
| ADV Location | CARMEL, IN, United States |
| Contact Info | 317 xxxxxxx |
| Websites |
| AUM* | 61,336,188 18% |
| of that, discretionary | 61,336,188 18% |
| Number of Employees | 7 -13% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 61,336,188 18% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds