Adviser Profile
| As of Date | 02/16/2026 |
| Registration | Ohio, Approved, 08/04/2025 |
| ADV Location | MASON, OH, United States |
| Contact Info | 513 xxxxxxx |
| Websites |
| AUM* | 2,400,000 |
| of that, discretionary | 2,400,000 100% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,200,000 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds