Adviser Profile
| As of Date | 08/20/2026 |
| Registration | SEC, Approved, 12/13/2024 |
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| Former registrations | |
| ADV Location | INDIANAPOLIS, IN, United States |
| Contact Info | 317 xxxxxxx |
| Websites |
| AUM* | 332,442,429 13% |
| of that, discretionary | 332,442,429 13% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 5 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 397,658 12% |
| % High Net Worth | 17.63% 100% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
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
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
332M
285M
237M
190M
142M
95M
47M
2024
2025
2026
Private Funds
No private funds