Adviser Profile
| As of Date | 01/25/2026 |
| Registration | SEC, Approved, 02/10/2025 |
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| Former registrations | |
| ADV Location | BLOOMINGTON, IL, United States |
| Contact Info | (30 xxxxxxx |
| Websites |
| AUM* | 195,639,810 15% |
| of that, discretionary | 179,142,310 18% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 184,740 11% |
| % High Net Worth | 35.40% -14% |
| 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
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
179M
154M
128M
102M
77M
51M
26M
2025
2026
Private Funds
No private funds