Adviser Profile
| As of Date | 02/18/2026 |
| Registration | SEC, Approved, 11/06/2024 |
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| Former registrations | |
| ADV Location | COPLEY, OH, United States |
| Contact Info | (33 xxxxxxx |
| Websites |
| AUM* | 213,410,000 25% |
| of that, discretionary | 213,410,000 25% |
| Number of Employees | 7 |
| of those in investment advisory functions | 5 -17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 537,557 1% |
| % High Net Worth | 55.28% -9% |
| 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
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
213M
183M
152M
122M
91M
61M
30M
2024
2025
2026
Private Funds
No private funds