Adviser Profile
| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 07/12/2024 |
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| Former registrations | |
| ADV Location | FORT WAYNE, IN, United States |
| Contact Info | 260 xxxxxxx |
| Websites |
| AUM* | 151,850,105 32% |
| of that, discretionary | 118,206,639 3% |
| Number of Employees | 7 17% |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 106,189 -4% |
| % High Net Worth | 6.53% 404% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
129M
111M
92M
74M
55M
37M
18M
2024
2025
2026
Private Funds
No private funds