Adviser Profile
| As of Date | 03/31/2026 |
| Registration | Florida, Approved, 11/04/2024 |
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| ADV Location | CENTERVILLE, OH, United States |
| Contact Info | 937 xxxxxxx |
| Websites |
| AUM* | 65,319,326 21% |
| of that, discretionary | 65,319,326 21% |
| Number of Employees | 2 -33% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 4,101,351 75% |
| Avg Account Size | 469,923 19% |
| % High Net Worth | 7.19% -18% |
| SMA’s | No |
| Private Funds | 3 1 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
Employees
Private Funds Structure
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|---|---|---|
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