Adviser Profile
| As of Date | 02/27/2026 |
| Registration | SEC, Approved, 07/11/2025 |
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| Former registrations | |
| ADV Location | TOLEDO, OH, United States |
| Contact Info | 419 xxxxxxx |
| Websites |
| AUM* | 226,890,000 34% |
| of that, discretionary | 226,890,000 34% |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 430,531 -13% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
227M
194M
162M
130M
97M
65M
32M
2025
2026
Private Funds
No private funds