Adviser Profile
| As of Date | 08/11/2026 |
| Registration | SEC, Approved, 11/29/2024 |
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| Former registrations | |
| ADV Location | CANTON, OH, United States |
| Contact Info | (33 xxxxxxx |
| Websites |
| AUM* | 217,543,050 30% |
| of that, discretionary | 203,342,709 33% |
| Number of Employees | 5 -17% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 192,686 75% |
| % High Net Worth | 28.39% 125% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
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
- Fixed fees (other than subscription fees)
Reported AUM
203M
174M
145M
116M
87M
58M
29M
2024
2025
2026
Private Funds
No private funds