| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 11/24/2014 |
| ADV Location | CINCINNATI, OH, United States |
| Contact Info | (51 xxxxxxx |
| Websites |
| AUM* | 307,757,115 49% |
| of that, discretionary | 307,757,115 49% |
| Number of Employees | 10 25% |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 854,881 23% |
| % High Net Worth | 65.82% 17% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name PLANTE MORAN | Filing Date12/19/2025 | Form ADV-E View Report |
| Accounting Firm Name PLANTE & MORAN, PLLC | Filing Date10/02/2025 | Form ADV-E View Report |
| Accounting Firm Name PLANTE & MORAN, PLLC | Filing Date08/08/2024 | Form ADV-E View Report |
| Accounting Firm Name PLANTE MORAN PLLC | Filing Date07/18/2023 | Form ADV-E View Report |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker25434V708 | Stock NameDIMENSIONAL ETF TRUST | $ Position$31,922,988 | % Position30.00% | $ Change17.00% | # Change2.00% |
| Stck Ticker25434V880 | Stock NameDIMENSIONAL ETF TRUST | $ Position$17,637,323 | % Position17.00% | $ Change-14.00% | # Change-21.00% |
| Stck Ticker025072885 | Stock NameAMERICAN CENTY ETF TR | $ Position$12,626,677 | % Position12.00% | $ Change14.00% | # Change-1.00% |
| Stck Ticker922908769 | Stock NameVANGUARD INDEX FDS | $ Position$8,043,560 | % Position8.00% | $ Change11.00% | # Change-4.00% |
| Stck Ticker025072877 | Stock NameAMERICAN CENTY ETF TR | $ Position$4,338,905 | % Position4.00% | $ Change-17.00% | # Change-26.00% |
| Stck Ticker922020805 | Stock NameVANGUARD MALVERN FDS | $ Position$2,986,674 | % Position3.00% | $ Change-11.00% | # Change-12.00% |
| Stck Ticker25434V609 | Stock NameDIMENSIONAL ETF TRUST | $ Position$3,658,229 | % Position3.00% | $ Change9.00% | # Change-3.00% |
| Stck Ticker25434V724 | Stock NameDIMENSIONAL ETF TRUST | $ Position$2,874,004 | % Position3.00% | $ Change-14.00% | # Change-24.00% |
| Stck Ticker25434V500 | Stock NameDIMENSIONAL ETF TRUST | $ Position$2,181,848 | % Position2.00% | $ Change-23.00% | # Change-34.00% |
| Stck Ticker922908538 | Stock NameVANGUARD INDEX FDS | $ Position$1,649,426 | % Position2.00% | $ Change-4.00% | # Change-19.00% |