Adviser Profile
| As of Date | 03/20/2026 |
| Registration | SEC, Approved, 11/27/2024 |
|
|
|
| Former registrations | |
| ADV Location | CARMEL, IN, United States |
| Contact Info | 317 xxxxxxx |
| Websites |
| AUM* | 135,878,250 21% |
| of that, discretionary | 135,878,250 21% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,159,959 1% |
| % High Net Worth | 72.09% 44% |
| 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
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
136M
116M
97M
78M
58M
39M
19M
2024
2025
2026
Private Funds
No private funds