| As of Date | 09/23/2026 |
| Registration | SEC, Approved, 01/03/2012 |
| ADV Location | ANDERSON, IN, United States |
| Contact Info | 765 xxxxxxx |
| Websites |
| AUM* | 986,999,188 19% |
| of that, discretionary | 986,999,188 19% |
| Number of Employees | 25 -4% |
| of those in investment advisory functions | 22 22% |
| Private Fund GAV* | 0 |
| Avg Account Size | 274,243 13% |
| % High Net Worth | 20.37% 1455% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name FORVIS, LLP | Filing Date09/24/2025 | Form ADV-E View Report |
| Accounting Firm Name FORVIS, LLP | Filing Date10/22/2024 | Form ADV-E View Report |
| Accounting Firm Name FORVIS, LLP | Filing Date12/21/2023 | Form ADV-E View Report |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker78464A854 | Stock NameSPDR SERIES TRUST | $ Position$54,685,600 | % Position7.00% | $ Change5.00% | # Change0.00% |
| Stck Ticker025072703 | Stock NameAMERICAN CENTY ETF TR | $ Position$31,820,516 | % Position4.00% | $ Change7.00% | # Change9.00% |
| Stck Ticker464287804 | Stock NameISHARES TR | $ Position$35,647,974 | % Position4.00% | $ Change3.00% | # Change-6.00% |
| Stck Ticker464287101 | Stock NameISHARES TR | $ Position$30,271,854 | % Position4.00% | $ Change5.00% | # Change0.00% |
| Stck Ticker46090E103 | Stock NameINVESCO QQQ TR | $ Position$21,748,561 | % Position3.00% | $ Change7.00% | # Change-6.00% |
| Stck Ticker46138J619 | Stock NameINVESCO EXCH TRD SLF IDX FD | $ Position$25,061,763 | % Position3.00% | $ Change12.00% | # Change6.00% |
| Stck Ticker47103U746 | Stock NameJANUS DETROIT STR TR | $ Position$26,993,580 | % Position3.00% | $ Change3.00% | # Change4.00% |
| Stck Ticker09290C103 | Stock NameBLACKROCK ETF TRUST | $ Position$25,791,149 | % Position3.00% | $ Change4.00% | # Change-2.00% |
| Stck Ticker92647X830 | Stock NameVICTORY PORTFOLIOS II | $ Position$21,639,749 | % Position3.00% | $ Change11.00% | # Change1.00% |
| Stck Ticker78463X434 | Stock NameSPDR INDEX SHS FDS | $ Position$12,923,326 | % Position2.00% | $ Change-3.00% | # Change-1.00% |