| As of Date | 08/06/2026 |
| Registration | SEC, Approved, 07/23/2009 |
| ADV Location | RADNOR, PA, United States |
| Contact Info | 484 xxxxxxx |
| Websites |
| AUM* | 607,000,000 38% |
| of that, discretionary | 607,000,000 38% |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 27,590,909 13% |
| % High Net Worth | 100.00% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker00206R102 | Stock NameAT&T INC | $ Position$125,753,328 | % Position17.00% | $ Change0.00% | # Change41.00% |
| Stck Ticker911312106 | Stock NameUNITED PARCEL SVCS INC | $ Position$98,197,488 | % Position14.00% | $ Change23.00% | # Change12.00% |
| Stck Ticker478160104 | Stock NameJOHNSON & JOHNSON | $ Position$54,910,092 | % Position8.00% | $ Change4.00% | # Change0.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$53,547,587 | % Position7.00% | $ Change11.00% | # Change0.00% |
| Stck Ticker459200101 | Stock NameINTERNATIONAL BUSINESS MACHS | $ Position$39,294,879 | % Position5.00% | $ Change16.00% | # Change0.00% |
| Stck Ticker025816109 | Stock NameAMERICAN EXPRESS CO | $ Position$32,444,264 | % Position5.00% | $ Change12.00% | # Change0.00% |
| Stck Ticker185899101 | Stock NameCLEVELAND-CLIFFS INC NEW | $ Position$37,560,000 | % Position5.00% | $ Change31.00% | # Change18.00% |
| Stck Ticker191216100 | Stock NameCOCA COLA CO | $ Position$37,092,522 | % Position5.00% | $ Change7.00% | # Change0.00% |
| Stck Ticker149123101 | Stock NameCATERPILLAR INC | $ Position$29,695,801 | % Position4.00% | $ Change50.00% | # Change0.00% |
| Stck Ticker134429109 | Stock NameTHE CAMPBELLS COMPANY | $ Position$22,270,000 | % Position3.00% | $ Change0.00% | # Change0.00% |