| As of Date | 07/21/2026 |
| Registration | SEC, Approved, 04/18/2008 |
| ADV Location | CINCINNATI, OH, United States |
| Contact Info | 513 xxxxxxx |
| Websites |
| AUM* | 11,590,221,648 23% |
| of that, discretionary | 11,590,221,648 23% |
| Number of Employees | 28 33% |
| of those in investment advisory functions | 10 67% |
| Private Fund GAV* | 0 |
| Avg Account Size | 36,447,238 -85% |
| % High Net Worth | 92.45% 42% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- State or municipal government entities
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
No private funds