| As of Date | 06/09/2026 |
| Registration | SEC, Approved, 05/06/2015 |
|
|
|
| ADV Location | MIDDLETOWN, OH, United States |
| Contact Info | 513 xxxxxxx |
| Websites |
| AUM* | 232,826,293 23% |
| of that, discretionary | 230,951,737 24% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 558,336 13% |
| % High Net Worth | 33.81% 18% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
No private funds