Adviser Profile
| As of Date | 02/17/2026 |
| Registration | SEC, Approved, 03/03/2025 |
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| Former registrations | |
| ADV Location | ELDRIDGE, IA, United States |
| Contact Info | 563 xxxxxxx |
| Websites |
| AUM* | 147,546,146 24% |
| of that, discretionary | 136,331,449 24% |
| Number of Employees | 4 -43% |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 192,619 -61% |
| % High Net Worth | 10.20% 6% |
| 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
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
136M
117M
97M
78M
58M
39M
19M
2025
2026
Private Funds
No private funds