Adviser Profile
| As of Date | 04/08/2026 |
| Registration | SEC, Approved, 05/07/2025 |
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| Former registrations | |
| ADV Location | WESTERVILLE, OH, United States |
| Contact Info | 614 xxxxxxx |
| Websites |
| AUM* | 226,000,000 18% |
| of that, discretionary | 226,000,000 18% |
| Number of Employees | 3 -40% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 495,614 11% |
| % High Net Worth | 46.90% -10% |
| 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
226M
194M
161M
129M
97M
65M
32M
2025
2026
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$37,213 | % Position17.00% | $ Change | # Change |
| Stck Ticker46137V233 | Stock NameINVESCO EXCHANGE TRADED FD T | $ Position$21,423 | % Position10.00% | $ Change | # Change |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$18,572 | % Position8.00% | $ Change | # Change |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$13,550 | % Position6.00% | $ Change | # Change |
| Stck Ticker149123101 | Stock NameCATERPILLAR INC | $ Position$7,755 | % Position3.00% | $ Change | # Change |
| Stck Ticker464287523 | Stock NameISHARES TR | $ Position$7,307 | % Position3.00% | $ Change | # Change |
| Stck Ticker46090A671 | Stock NameINVESCO ACTIVELY MANAGED EXC | $ Position$7,196 | % Position3.00% | $ Change | # Change |
| Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC | $ Position$7,818 | % Position3.00% | $ Change | # Change |
| Stck Ticker595112103 | Stock NameMICRON TECHNOLOGY INC | $ Position$6,077 | % Position3.00% | $ Change | # Change |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$4,493 | % Position2.00% | $ Change | # Change |