| As of Date | 03/05/2026 |
| Registration | SEC, Approved, 12/04/2008 |
| ADV Location | PLYMOUTH, IN, United States |
| Contact Info | 630 xxxxxxx |
| Websites |
| AUM* | 328,238,000 16% |
| of that, discretionary | 328,238,000 16% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,064,390 19% |
| % High Net Worth | 68.29% -1% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name FGMK, LLC | Filing Date08/28/2025 | Form ADV-E View Report |
| Accounting Firm Name FGMK | Filing Date09/03/2024 | Form ADV-E View Report |
| Accounting Firm Name FGMK | Filing Date07/27/2023 | Form ADV-E View Report |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker007903107 | Stock NameADVANCED MICRO DEVICES INC COM | $ Position$26,524,670 | % Position9.00% | $ Change91.00% | # Change-33.00% |
| Stck Ticker478160104 | Stock NameJOHNSON & JOHNSON COM | $ Position$15,890,649 | % Position6.00% | $ Change4.00% | # Change0.00% |
| Stck Ticker969904101 | Stock NameWILLIAMS SONOMA INC COM | $ Position$17,999,749 | % Position6.00% | $ Change28.00% | # Change0.00% |
| Stck Ticker22160K105 | Stock NameCOSTCO WHOLESALE CORPORATION COM | $ Position$16,183,865 | % Position6.00% | $ Change-6.00% | # Change0.00% |
| Stck Ticker92826C839 | Stock NameVISA INC COM CL A | $ Position$17,105,953 | % Position6.00% | $ Change17.00% | # Change3.00% |
| Stck Ticker369550108 | Stock NameGENERAL DYNAMICS CORP COM | $ Position$13,818,814 | % Position5.00% | $ Change3.00% | # Change0.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC CAP STK CL A | $ Position$13,657,252 | % Position5.00% | $ Change24.00% | # Change0.00% |
| Stck Ticker67103H107 | Stock NameOREILLY AUTOMOTIVE INC COM | $ Position$13,339,467 | % Position5.00% | $ Change5.00% | # Change6.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC COM | $ Position$13,730,060 | % Position5.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker92939U106 | Stock NameWEC ENERGY GROUP INC COM | $ Position$10,732,924 | % Position4.00% | $ Change1.00% | # Change0.00% |