Adviser Profile
| As of Date | 01/08/2026 |
| Registration | SEC, Approved, 06/24/2025 |
|
|
|
| Former registrations | |
| ADV Location | CUYAHOGA FALLS, OH, United States |
| Contact Info | 330 xxxxxxx |
| Websites |
| AUM* | 165,662,012 38% |
| of that, discretionary | 165,662,012 38% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 221,770 1% |
| % High Net Worth | 10.69% 27% |
| 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
166M
142M
118M
95M
71M
47M
24M
2025
2026
Private Funds
No private funds