| As of Date | 02/27/2026 |
| Registration | SEC, Approved, 06/28/2012 |
| ADV Location | LOUISVILLE, KY, United States |
| Contact Info | (50 xxxxxxx |
| Websites |
| AUM* | 326,036,978 25% |
| of that, discretionary | 325,307,864 26% |
| Number of Employees | 8 14% |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 398,092 19% |
| % High Net Worth | 36.19% -7% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds