Adviser Profile
| As of Date | 09/11/2026 |
| Registration | SEC, Approved, 07/24/2025 |
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| Former registrations | |
| ADV Location | STEVENSVILLE, MI, United States |
| Contact Info | (26 xxxxxxx |
| Websites |
| AUM* | 271,506,698 40% |
| of that, discretionary | 271,506,698 40% |
| Number of Employees | 4 -20% |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 273,421 2% |
| % High Net Worth | 42.26% 125% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
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
272M
233M
194M
155M
116M
78M
39M
2025
2026
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker78464A409 | Stock NameSPDR SERIES TRUST | $ Position$28,568,956 | % Position11.00% | $ Change35.00% | # Change31.00% |
| Stck Ticker78464A508 | Stock NameSPDR SERIES TRUST | $ Position$28,393,043 | % Position11.00% | $ Change45.00% | # Change44.00% |
| Stck Ticker78464A672 | Stock NameSPDR SERIES TRUST | $ Position$22,606,405 | % Position8.00% | $ Change66.00% | # Change73.00% |
| Stck Ticker78468R853 | Stock NameSPDR SERIES TRUST | $ Position$13,316,094 | % Position5.00% | $ Change27.00% | # Change38.00% |
| Stck Ticker78463X889 | Stock NameSPDR INDEX SHS FDS | $ Position$12,185,368 | % Position5.00% | $ Change45.00% | # Change45.00% |
| Stck Ticker33739N108 | Stock NameFIRST TR EXCH TRADED FD III | $ Position$12,421,861 | % Position5.00% | $ Change-14.00% | # Change-8.00% |
| Stck Ticker78464A375 | Stock NameSPDR SERIES TRUST | $ Position$11,129,217 | % Position4.00% | $ Change-1.00% | # Change2.00% |
| Stck Ticker78464A383 | Stock NameSPDR SERIES TRUST | $ Position$10,434,620 | % Position4.00% | $ Change62.00% | # Change71.00% |
| Stck Ticker78464A805 | Stock NameSPDR SERIES TRUST | $ Position$7,762,283 | % Position3.00% | $ Change-1.00% | # Change-3.00% |
| Stck Ticker25434V880 | Stock NameDIMENSIONAL ETF TRUST | $ Position$8,133,470 | % Position3.00% | $ Change-8.00% | # Change-8.00% |