| As of Date | 04/30/2026 |
| Registration | SEC, Approved, 06/12/2013 |
| ADV Location | INDIANAPOLIS, IN, United States |
| Contact Info | 317 xxxxxxx |
| Websites |
| AUM* | 2,696,672,242 -7% |
| of that, discretionary | 2,696,672,242 -7% |
| Number of Employees | 15 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 168,542,015 -7% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- Selection of other advisers
- A percentage of assets under your management
No private funds